Cape Investment Advisory, Inc.

Cape Investment Advisory, Inc. (CRD# 146384) is a financial advisory firm headquartered in Mcdonough, GA. They manage $283,741,219 in 913 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    284
    MILLION
  • Total Number of Accounts
    913
    ACCOUNTS
  • Average Account Value
    $310,779
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, 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, VA, WA, WI

Financial Advisors at Cape Investment Advisory, Inc.
Showing 1 - 10 of 41 top financial advisors.
1
Kenneth R. Bailey
CRD#: 4956818
1600 Pennsylvania Ave., Mcdonough, GA 30253

Kenneth Bailey (CRD# 4956818) 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.

2
Jamison R. Banna
CRD#: 5409034
1600 Pennsylvania Ave., Mcdonough, GA 30253

Jamison Banna (CRD# 5409034) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 12 years of experience in the finance industry.

3
Glen J. Barber
CRD#: 2201253
7824 Hickory Flat Highway, Suite 130, Woodstock, GA 30188

Glen Barber (CRD# 2201253) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Woodstock, GA and has over 30 years of experience in the finance industry. Glen Barber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Paul J. Bates
CRD#: 2196164
191 Peachtree Street Ne, Suite 700, Atlanta, GA 30303

Paul Bates (CRD# 2196164) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Atlanta, GA and has over 30 years of experience in the finance industry.

5
David B. Bell
CRD#: 4234206
Monroe, GA

David Bell (CRD# 4234206) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Monroe, GA and has over 21 years of experience in the finance industry.

6
Edward R. Brooks
CRD#: 3201418
1600 Pennsylvania Ave., Mcdonough, GA 30253

Edward Brooks (CRD# 3201418) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 23 years of experience in the finance industry.

7
Gerald P. Dietz
CRD#: 4032865
The Colony, TX

Gerald Dietz (CRD# 4032865) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in The Colony, TX and has over 20 years of experience in the finance industry.

8
Eric J. Edwards
CRD#: 6166096
1600 Pennsylvania Ave., Mcdonough, GA 30253

Eric Edwards (CRD# 6166096) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 9 years of experience in the finance industry.

9
Stephen G. Enochs
CRD#: 2352020
1600 Pennsylvania Ave., Mcdonough, GA 30253

Stephen Enochs (CRD# 2352020) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 29 years of experience in the finance industry.

10
Christopher D. Fagiolo
CRD#: 4943954
1600 Pennsylvania Ave., Mcdonough, GA 30253

Christopher Fagiolo (CRD# 4943954) 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.

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