Cape Investment Advisory, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$402,413,992
Total clients
1,624
4% high-net worth
Total advisors
40
of 140 employees
Firm size
Multi Team
Average clients per advisor
41
Average account size
$247,792
Client services
Fee options
Flat fees may be charged for financial planning services; specific amounts not stated.
$0 - $250,000: 2.75% $251,000 - $500,000: 2.50% $501,000 - $1,000,000: 2.25% Above $1,000,000+: 2.00%
Commissions may be earned on insurance product sales and securities transactions through affiliated broker/dealers.
Offered for financial planning and consulting services; specific rates not stated.
Account minimum: $25,000 Fee-only: Fees are charged on a fee-only basis for advisory services; no commission for advisory fees.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Cape Investment Advisory, Inc.
1600 Pennsylvania Ave.
Mcdonough GA 30253, United States
Number of offices
35
Quick links
Advisors at this firm
David B
Series 63, Series 65
Mcdonough, GA
Cape Investment Advisory, Inc.
Samuel P
ChFC®, Series 63, Series 65
Mcdonough, GA
Cape Investment Advisory, Inc.
David W
Series 63, Series 65
Mcdonough, GA
Cape Investment Advisory, Inc.
Danita Y
CFP®, Series 66
Mcdonough, GA
Cape Investment Advisory, Inc.
Steven W
Series 66
Mcdonough, GA
Cape Investment Advisory, Inc.
Eric E
Series 66
Mcdonough, GA
Cape Investment Advisory, Inc.
Jacob W
Series 63, Series 65
Forsyth, GA
Cape Investment Advisory, Inc.
Stephen E
Series 63, Series 65
Mcdonough, GA
Cape Investment Advisory, Inc.
Robert F
Series 66
Orlando, FL
Cape Investment Advisory, Inc.
Gerald D
Series 66
Mcdonough, GA
Cape Investment Advisory, Inc.
Roy S
Series 66
Mcdonough, GA
Cape Investment Advisory, Inc.
Harold K
Series 63, Series 65
Mcdonough, GA
Cape Investment Advisory, Inc.
Gary W
Series 66
Boynton Beach, FL
Cape Investment Advisory, Inc.
Paul J
Series 66
Mcdonough, GA
Cape Investment Advisory, Inc.
Karen T
CFP®, ChFC®, Series 63, Series 66
Mcdonough, GA
Cape Investment Advisory, Inc.
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