N
$706.1M Total AUM
$667.0M Disc. AUM
12.4% 3Y CAGR
6 Employees
604 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Oak atlas
- Established Date
- 03-04-2021
- Office Locations
- 1
Office Locations
6565 Main Street Williamsville NY
About Northcape Wealth Management
Northcape Wealth Management is a fiduciary financial planning and investment consulting firm serving individuals and families, acting as a “personal CFO” with a consultative, process-driven approach. Portfolios are goal-based, risk-managed, and tax-aware, with an ETF-heavy allocation complemented by mutual funds and fixed income. Based in Williamsville, NY.
Team overview
58 AVG AGE
$235.4M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
3.8 yrs AVG TENURE
6 Employees
3 Advisory Reps
4 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Pathway Ridge harbor Foundation value Harbor north North vertex Timber
Client Personas
Oak signal
Custodian
Element ridge Zenith capital Timber pioneer
Investment Themes
Beacon Wave
Investment Vehicles
Vertex crest
Services
Ember crest Peak timber Ember prime Eagle atlas Ember Ember Wave meridian Fusion meridian Value
Technology
Catalyst
Owner & Executives
ERIK M O'NEILL
Associate, FOUNDER, Managing Partner
- CRD
- #1771548
- Ownership
- 75% or more
(251) 462-5289
pathway.pathway@vectorcapital.com
in linkedin.com/in/radial-ridge
K
KENJI J KIMURA
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #4807888
- Ownership
- Less than 5%
(329) 393-4549
summit.prime@legacycapital.com
in linkedin.com/in/peak-oak
Showing 2 of 2 owners & executives
Unlock allContacts
R
RENEE' M HASENOEHRL
--
- CRD
- #4491895
(347) 918-1002
vertex.beacon@meridiancapital.com
in linkedin.com/in/beacon-ember
I
Ian Woods
--
- CRD
- #8259838
(889) 316-6233
alpha.meridian@pioneercapital.com
in linkedin.com/in/beacon-vital
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $666,976,748 | $491,871 |
| Non-Discretionary | $39,105,806 | $1,029,100 |
| Total | $706,082,554 | $506,515 |
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Separately Managed Accounts
Total SMA Asset: $706,082,554
Equity - Exchange:
22.9% Public Funds:
17.0% U.S. Government/Agency:
19.5% Municipal Bonds:
28.0% Cash:
7.1% Corporate - Investment Grade:
5.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $610,010,167 | 22.9% |
| Public Funds | $452,845,976 | 17.0% |
| U.S. Government/Agency | $519,440,972 | 19.5% |
| Municipal Bonds | $745,863,960 | 28.0% |
| Cash | $189,129,790 | 7.1% |
| Corporate - Investment Grade | $146,508,993 | 5.5% |
| Total | $2,663,799,858 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN EAGLE | EAGLE FRONTIER | 1O4AJ12XI | KZJ | 10.08% | $29,511,400 |
| PRIME MATRIX ELEMENT | PEAK HORIZON | 8Z7HX0Q5D | WHHMX | 1.71% | $67,594,016 |
| FOCUS ELEMENT FUSION | QUANTUM FRONTIER | LSM3G4KUO | RITI | 5.86% | $48,348,840 |
| DELTA ELEMENT | ELEMENT PIONEER | LI5ZOG3SK | HMC | 2.55% | $107,545,620 |
| FUSION SIGNAL PIONEER | OAK MATRIX | 94JMQ4U9R | SJLGR | 0.84% | $61,170,670 |
| FOCUS VERTEX | ELEMENT VALUE | XBZEDVAKK | OJV | 1.03% | $3,449,116 |
| MOMENTUM OPTIMA | CATALYST CATALYST | X7M95SD68 | CPQE | 3.22% | $109,061,190 |
| WAVE UNISON ZENITH | DELTA CREST | MR67ZXOY5 | LOE | 7.51% | $68,170,048 |