Cape Investment Advisory, Inc.
Cape Investment Advisory, Inc. (CRD# 146384) is a financial advisory firm headquartered in Mcdonough, GA. They manage $365,212,023 in 1,630 accounts and serve the financial needs of clients across 36 states (or territories).
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Total Assets Under Management365MILLION
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Total Number of Accounts1,630ACCOUNTS
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Average Account Value$224,056
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IN, LA, MA, MD, MI, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, WA, WI
Kenneth Bailey (CRD# 4956818) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 18 years of experience in the finance industry.
Jamison Banna (CRD# 5409034) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 14 years of experience in the finance industry.
Glen Barber (CRD# 2201253) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Woodstock, GA and has over 32 years of experience in the finance industry.
David Bell (CRD# 4234206) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Monroe, GA and has over 23 years of experience in the finance industry.
Edward Brooks (CRD# 3201418) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 25 years of experience in the finance industry.
Gerald Dietz (CRD# 4032865) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 22 years of experience in the finance industry.
Eric Edwards (CRD# 6166096) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 11 years of experience in the finance industry.
Stephen Enochs (CRD# 2352020) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 31 years of experience in the finance industry.
Christopher Fagiolo (CRD# 4943954) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 16 years of experience in the finance industry.
Robert Farragher (CRD# 5746101) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Orlando, FL and has over 14 years of experience in the finance industry.