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 66
Industry experience
22 years
Steven Wisnewski is a financial advisor at Cape Investment Advisory, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at Cape Investment Advisory since 2017, alongside roles at Cape Securities Inc. and various insurance carriers through W & R Insurance Agencies. 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 operates a multi-office network with approximately 40 advisors managing about $402 million in regulatory assets and offers tailored portfolio construction through a flexible model that incorporates 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
Georgia · New Jersey · Ohio
American Global Wealth Management
2026 - Present (1 year)
Cape Investment Advisory
2017 - Present (9 years)
Cape Securities Inc
2009 - Present (17 years)
Various Insurance Carriers for W & R Insurance Agencies
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65, Series 66
Mc Donough, GA
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ChFC®, Series 63, Series 65
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Series 65
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Andvari Associates LLC
Series 63, Series 66
Jonesboro, GA
Capital and Planning, LLC
CFP®, Series 63, Series 65
Jonesboro, GA
Capital and Planning, LLC
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