Cape Investment Advisory, Inc.

Cape Investment Advisory, Inc. (CRD# 146384) is a financial advisory firm headquartered in Mcdonough, GA. They manage $101,000,000 in 763 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    763
    ACCOUNTS
  • Average Account Value
    $132,372
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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, CA, CO, CT, FL, GA, IN, LA, MD, MI, MO, MS, MT, NC, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, WI

Financial Advisors at Cape Investment Advisory, Inc.
Showing 1 - 10 of 32 top financial advisors.
1
Danny R. Strain
CRD#: 437903
1600 Pennsylvania Ave., Mcdonough, GA 30253
96
Wealthminder
score

Danny Strain (CRD# 437903) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 34 years of experience in the finance industry.

2
Francois R. Bigot
CRD#: 2519250
1600 Pennsylvania Ave., Mcdonough, GA 30253
93
Wealthminder
score

Francois Bigot (CRD# 2519250) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 7 years of experience in the finance industry.

3
Edward R. Brooks
CRD#: 3201418
1600 Pennsylvania Ave., Mcdonough, GA 30253
93
Wealthminder
score

Edward Brooks (CRD# 3201418) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 17 years of experience in the finance industry.

4
Mary A. Buchanan
CRD#: 1218048
Purcellville, VA
93
Wealthminder
score

Mary Buchanan (CRD# 1218048) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Purcellville, VA and has over 32 years of experience in the finance industry.

5
Stephen E. Chwalek
CRD#: 2736139
Coram, NY
93
Wealthminder
score

Stephen Chwalek (CRD# 2736139) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Coram, NY and has over 20 years of experience in the finance industry.

6
Nicholas E. Donaldson
CRD#: 5021746
720 S Colorado Blvd, Penthouse North, Denver, CO 80246
93
Wealthminder
score

Nicholas Donaldson (CRD# 5021746) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Denver, CO and has over 5 years of experience in the finance industry.

7
Malford J. Fagan
CRD#: 203704
1600 Pennsylvania Ave., Mcdonough, GA 30253
93
Wealthminder
score

Malford Fagan (CRD# 203704) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 35 years of experience in the finance industry.

8
Christopher D. Fagiolo
CRD#: 4943954
1600 Pennsylvania Ave., Mcdonough, GA 30253
93
Wealthminder
score

Christopher Fagiolo (CRD# 4943954) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 8 years of experience in the finance industry.

9
John K. Jokela
CRD#: 5474831
1600 Pennsylvania Ave., Mcdonough, GA 30253
93
Wealthminder
score

John Jokela (CRD# 5474831) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 7 years of experience in the finance industry.

10
David H. Jones
CRD#: 2739007
Lamar, CO
93
Wealthminder
score

David Jones (CRD# 2739007) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Lamar, CO and has over 19 years of experience in the finance industry.

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