Jeremy Distefano
Cape ANN Capital · South Hamilton, Massachusetts
Jeremy Distefano is a fee-only financial advisor at Cape ANN Capital in South Hamilton, Massachusetts, who holds the CFA credential. 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 | South Hamilton, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $193.0M across 549 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 5091113 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.capeanncapital.com |
| Profile |
How Jeremy'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 Jeremy
Is Jeremy Distefano a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy 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 Jeremy charge for financial advice?
Jeremy's firm, Cape ANN Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeremy Distefano based?
Jeremy Distefano is based in South Hamilton, Massachusetts.
What credentials does Jeremy Distefano hold?
Jeremy Distefano holds the CFA credential.
Is Jeremy Distefano registered with the SEC?
Yes. Jeremy Distefano is registered as an investment adviser representative in MA (CRD 5091113), 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 Jeremy Distefano?
Through Jeremy'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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