Cape Investment Advisory, Inc.

Cape Investment Advisory, Inc. (CRD# 146384) is a financial advisory firm headquartered in Mcdonough, GA. They manage $294,281,714 in 1,180 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    294
    MILLION
  • Total Number of Accounts
    1,180
    ACCOUNTS
  • Average Account Value
    $249,391
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, 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 46 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 15 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 10 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 28 years of experience in the finance industry.

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 28 years of experience in the finance industry.

5
Evan J. Beal
CRD#: 6045202
Foster City, CA

Evan Beal (CRD# 6045202) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Foster City, CA and has over 8 years of experience in the finance industry.

6
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 20 years of experience in the finance industry.

7
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 21 years of experience in the finance industry.

8
Stephen E. Chwalek
CRD#: 2736139
1600 Pennsylvania Ave., Mcdonough, GA 30253

Stephen Chwalek (CRD# 2736139) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 24 years of experience in the finance industry.

9
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 18 years of experience in the finance industry.

10
Joseph R. Donovan
CRD#: 5224278
1600 Pennsylvania Ave., Mcdonough, GA 30253

Joseph Donovan (CRD# 5224278) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 13 years of experience in the finance industry.

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