Caitlin Appleton
South Shore Capital Advisors · Boston, Massachusetts
Caitlin Appleton is a fee-only financial advisor at South Shore Capital Advisors in Boston, Massachusetts. Caitlin focuses on retirement planning and small business owners. South Shore Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Caitlin →
Specialties
Facts
| Firm | South Shore Capital Advisors |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $272.8M across 250 accounts |
| SEC registration | Investment adviser representative in MA · CRD 2291235 |
| Exams passed | Series 65 (2018) · Series 66 (1999) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sscainvest.com |
How Caitlin's firm compares
- South Shore Capital Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 250 accounts).
Request an introduction to Caitlin
Tell Caitlin a little about what you're looking for. Caitlin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Caitlin
Is Caitlin Appleton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Caitlin holds no broker registration, and South Shore Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Caitlin charge for financial advice?
Caitlin's firm, South Shore Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Caitlin Appleton based?
Caitlin Appleton is based in Boston, Massachusetts.
What does Caitlin specialize in?
Caitlin's specialties include retirement planning and small business owners.
Is Caitlin Appleton registered with the SEC?
Yes. Caitlin Appleton is registered as an investment adviser representative in MA (CRD 2291235), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does South Shore Capital Advisors manage?
South Shore Capital Advisors reports $272.8M across 250 accounts in assets under management.
How do I contact Caitlin Appleton?
Through Caitlin's website, www.sscainvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- South Shore Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.