RIA Intelligence

NORTHCAPE WEALTH MANAGEMENT, LLC

Legal name: NORTHCAPE WEALTH MANAGEMENT

CRD #312350 SEC #801-120425 WILLIAMSVILLE, NY (71) 632-6565
SEC Registered
Total AUM
$614.5M
Discretionary
$596.7M
Employees
6
Clients
0
Accounts
1,405

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 11, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
O'NEILL, ERIK, MOIFOUNDER, MANAGING PARTNERE Control
O'NEILL, ERIK, MOIFOUNDER, MANAGING PARTNERE Control
O'NEILL, ERIK, MOIFOUNDER, MANAGING PARTNERE Control
O'NEILL, ERIK, MOIFOUNDER, MANAGING PARTNERE Control
O'NEILL, ERIK, MOIFOUNDER, MANAGING PARTNERE Control
O'NEILL, ERIK, MOIFOUNDER, MANAGING PARTNERE Control
O'NEILL, ERIK, MOIFOUNDER, MANAGING PARTNERE Control
O'NEILL, ERIK, MOIFOUNDER, MANAGING PARTNERE Control
O'NEILL, ERIK, MOIFOUNDER, MANAGING PARTNERE Control
O'NEILL, ERIK, MOIFOUNDER, MANAGING PARTNERE Control
MARKEY, PATRICK, MICHAELICO-FOUNDER, CHIEF COMPLIANCE OFFICER, SENIOR FINANCIAL ADVISORB Control
MARKEY, PATRICK, MICHAELICO-FOUNDER, CHIEF COMPLIANCE OFFICER, SENIOR FINANCIAL ADVISORB Control
MARKEY, PATRICK, MICHAELICO-FOUNDER, CHIEF COMPLIANCE OFFICER, SENIOR FINANCIAL ADVISORB Control
MARKEY, PATRICK, MICHAELICO-FOUNDER, CHIEF COMPLIANCE OFFICER, SENIOR FINANCIAL ADVISORB Control
MARKEY, PATRICK, MICHAELICO-FOUNDER, CHIEF COMPLIANCE OFFICER, SENIOR FINANCIAL ADVISORB Control
MARKEY, PATRICK, MICHAELICO-FOUNDER, CHIEF COMPLIANCE OFFICER, SENIOR FINANCIAL ADVISORB Control
MARKEY, PATRICK, MICHAELICO-FOUNDER, CHIEF COMPLIANCE OFFICER, SENIOR FINANCIAL ADVISORB Control
MARKEY, PATRICK, MICHAELICO-FOUNDER, CHIEF COMPLIANCE OFFICER, SENIOR FINANCIAL ADVISORB Control
MARKEY, PATRICK, MICHAELICO-FOUNDER, CHIEF COMPLIANCE OFFICER, SENIOR FINANCIAL ADVISORB Control
MARKEY, PATRICK, MICHAELICO-FOUNDER, CHIEF COMPLIANCE OFFICER, SENIOR FINANCIAL ADVISORB Control

Registrations

Federal

IA
Jun 11, 2025 REGISTERED

Notice Filings (18)

AZ CA CO CT FL GA IL MA MD NC NH NJ NY OH PA SC TX VA

Address

6565 MAIN STREET
WILLIAMSVILLE, NY 14221
United States
Phone: (71) 632-6565