$194.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
123 ADV. Clients
21 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2005
- Office Locations
- 1
Office Locations
128 Route 6A Sandwich MA
About Cambridge Cape COD Advisors, LLC
Cambridge Cape Cod Advisors is an independent, fee-only fiduciary RIA in Sandwich, MA, providing comprehensive financial planning and wealth management built around an open, client-centered process. Portfolios are primarily implemented with ETFs and public funds, with some cash and investment-grade bonds. Securities are offered through Fidelity Brokerage Services/NFS, and the firm partners with tools like RightCapital to support planning.
Team overview
65 AVG AGE
-- AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
21.3 yrs AVG TENURE
2 Employees
0 Advisory Reps
0 RIA Reps
21yrs Firm Age
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Asset Classes
Eagle glacier Vertex radial
Investment Themes
Radial Wave foundation Matrix vital Unison
Investment Vehicles
Oak timber
Services
Momentum Vital foundation Crest Radial peak Ridge matrix Glacier ember Vector
Owner & Executives
GREGORY COLEMAN FENTON
Chief Compliance Officer, Investment Advisor
- CRD
- #1663005
- Ownership
- 75% or more
(306) 649-2913
prime.prime@timbercapital.com
in linkedin.com/in/matrix-timber
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $194,779,475 | $737,801 |
| Total | $194,779,475 | $737,801 |
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Separately Managed Accounts
Total SMA Asset: $194,779,475
Equity - Exchange:
24.6% Public Funds:
23.4% Cash:
24.4% Corporate - Investment Grade:
27.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $125,002,748 | 24.6% |
| Public Funds | $118,905,053 | 23.4% |
| Cash | $123,986,466 | 24.4% |
| Corporate - Investment Grade | $140,246,986 | 27.6% |
| Total | $508,141,253 | 100.0% |