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CAMBRIDGE CAPE COD ADVISORS, LLC
Legal name: FENTON GREGORY COLEMAN
CRD 133301File 801-113572
APPROVED
Retail clients
Filing as of Jan 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$194.8M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $194.8M
Clients
123
264 accounts
Employees
2
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 9, 2018
- Principal office
- 128 ROUTE 6A, SANDWICH, MA, 02563
- Phone
- 508-888-9300
- Website
- HTTP://WWW.CAMBRIDGECAPE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $194.8M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $194.8M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 264
- Total accounts
- 264
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 68 | $68.2M |
| Individuals (other than high net worth individuals) | 55 | $126.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.