Advisor at Cape Investment Advisory, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cape Investment Advisory, Inc.
Location
Mcdonough, GA 30253
Credentials
Series 63, Series 65
Industry experience
< 1 year
Jacob Wedincamp is an advisor at Cape Investment Advisory, Inc. He holds Series 63 and Series 65 licenses and has one year of experience in the financial industry. Prior to joining Cape Investment Advisory, he worked at Nexus EcoServices and Harbin Engineering and spent several years at Carlson Environmental Consultants. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports about 1,624 clients through approximately 40 advisors and employs a flexible investment approach that includes fundamental, technical, and macroeconomic analysis.
Based on Cape Investment Advisory, Inc.
Based on Cape Investment Advisory, Inc.
$0 - $250,000: 2.75% total fee (includes 0%–2.45% management fee + $0.30 execution/clearing fee) $250,000 - $500,000: 2.50% total fee (includes 0%–2.20% management fee + $0.30 execution/clearing fee) $500,000 - $1,000,000: 2.25% total fee (includes 0%–2.00% management fee + $0.25 execution/clearing fee) $1,000,000 - $2,000,000: 1.95% total fee (includes 0%–1.75% management fee + $0.20 execution/clearing fee) $2,000,000 - $5,000,000: 1.65% total fee (includes 0%–1.45% management fee + $0.20 execution/clearing fee) $5,000,000+: 1.35% total fee (includes 0%–1.20% management fee + $0.15 execution/clearing fee)
Account minimum: $25,000 Minimum fee: Minimum fee of $350 Fee-only: Fees are fee-only; no commissions on advisory fees.
1600 Pennsylvania Ave.
Mcdonough, GA 30253
Florida · Georgia
Cape Investment Advisory
2025 - Present (1 year)
Nexus EcoServices
2025 - Present (1 year)
Harbin Engineering
2023 - 2025 (2 years)
Carlson Environmental Consultants
2019 - 2023 (4 years)
Student
2012 - 2019 (7 years)
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Series 63, Series 65, Series 66
Mc Donough, GA
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