# James Jasinski

> James Jasinski is a fee-only financial advisor at Cape ANN Capital in Concord, Massachusetts. Cape ANN Capital reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-jasinski/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Cape ANN Capital
- **Based in:** Concord, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $193.0M across 549 accounts
- **CRD:** 2571023 (https://adviserinfo.sec.gov/individual/summary/2571023)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (1995), Series 66 (2007)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.capeanncapital.com

## Frequently asked questions

### Is James Jasinski a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Cape ANN Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James's firm, Cape ANN Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is James Jasinski based?

James Jasinski is based in Concord, Massachusetts.

### Is James Jasinski registered with the SEC?

Yes. James Jasinski is registered as an investment adviser representative in MA (CRD 2571023), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cape ANN Capital manage?

Cape ANN Capital reports $193.0M across 549 accounts in assets under management.

### How do I contact James Jasinski?

Through James's website, www.capeanncapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2571023): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.