James Jasinski
Cape ANN Capital · Concord, Massachusetts
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.
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Facts
| Firm | Cape ANN Capital |
|---|---|
| Based in | Concord, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $193.0M across 549 accounts |
| SEC registration | Investment adviser representative in MA · CRD 2571023 |
| Exams passed | Series 63 (1995) · Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.capeanncapital.com |
How James's firm compares
- Cape ANN Capital's average account is about $352,000, from its Form ADV (assets managed divided by 549 accounts).
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Questions about James
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.
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
- 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.
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