Capes Capital Management, Inc. is an adviser based in Norfolk. It manages $65.82 million of regulatory assets for 119 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Virginia.
Capes Capital Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Capes Capital Management, Inc. is $65.82 million. The firm's AUM has grown by 70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Capes Capital Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Barry Bruce Anthony has been acting as President since 1 Jan 1992. Roy Butler Martin joined the executive team most recently as the Vice President Financial Planning.
The principal office where Capes Capital Management, Inc. performs its advisory services is located at 300 W. Freemason Street, Norfolk, VA 23510, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 757-622-8514 or by fax 757-622-8441. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.