Cape Investment Advisory, Inc.

Cape Investment Advisory, Inc. (CRD# 146384) is a financial advisory firm headquartered in Mcdonough, GA. They manage $298,865,172 in 1,589 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    299
    MILLION
  • Total Number of Accounts
    1,589
    ACCOUNTS
  • Average Account Value
    $188,084
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
The map below shows states where this firm has explicit registration only.

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, VA, WA, WI

Financial Advisors at Cape Investment Advisory, Inc.
Showing 1 - 10 of 32 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 18 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 14 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 32 years of experience in the finance industry.

4
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 23 years of experience in the finance industry.

5
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 24 years of experience in the finance industry.

6
Gerald P. Dietz
CRD#: 4032865
1600 Pennsylvania Ave., Mcdonough, GA 30253

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.

7
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 10 years of experience in the finance industry.

8
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 30 years of experience in the finance industry.

9
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 16 years of experience in the finance industry.

10
Robert F. Farragher
CRD#: 5746101
Orlando, FL

Robert Farragher (CRD# 5746101) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Orlando, FL and has over 13 years of experience in the finance industry.

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