# NORTHCAPE WEALTH MANAGEMENT, LLC

NORTHCAPE WEALTH MANAGEMENT, LLC of WILLIAMSVILLE, NY is an SEC-registered investment adviser.

## Registration

- CRD: 312350
- Type: SEC-registered investment adviser
- SEC file number: 801-120425
- Location: 6565 MAIN STREET, WILLIAMSVILLE, NY, 14221
- Phone: (71) 632-6565
- Latest filing: 2026-04-24
- Regulatory AUM: $706.1M
- Discretionary AUM: $667.0M
- Non-discretionary AUM: $39.1M
- Clients: 6
- Accounts: 1,394

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Erik Mo O'Neill | FOUNDER, MANAGING PARTNER | — |
| Patrick Michael Markey | CO-FOUNDER, CHIEF COMPLIANCE OFFICER, SENIOR FINANCIAL ADVISOR; CO-FOUNDER, SENIOR FINANCIAL ADVISOR | — |
| O'NEILL ERIK MO | FOUNDER, MANAGING PARTNER | — |
| MARKEY PATRICK MICHAEL | CO-FOUNDER, CHIEF COMPLIANCE OFFICER, SENIOR FINANCIAL ADVISOR | — |
| Kenji J Kimura | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| LOCKPORT | NY | 1 | (716) 632-6565 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312350/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312350/similar
- Related entities: https://search.stillhousedata.com/firm/312350/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312350

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.