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 11 - 20 of 40 top financial advisors.
11
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 12 years of experience in the finance industry.

12
Paul J. Jacobs
CRD#: 4658235
1600 Pennsylvania Ave., Mcdonough, GA 30253

Paul Jacobs (CRD# 4658235) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 19 years of experience in the finance industry.

13
Andre M. Janasik
CRD#: 2938691
1600 Pennsylvania Ave., Mcdonough, GA 30253

Andre Janasik (CRD# 2938691) 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.

14
Roy E. Kelsey
CRD#: 3013118
1600 Pennsylvania Ave., Mcdonough, GA 30253

Roy Kelsey (CRD# 3013118) 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.

15
Robert P. Kim
CRD#: 4473429
191 Peachtree Street Ne, Suite 700, Atlanta, GA 30303

Robert Kim (CRD# 4473429) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Atlanta, GA and has over 20 years of experience in the finance industry.

16
Gregory P. Klingler
CRD#: 4641806
1362 Mellon Road Suite 100, Hanover, MD 21076

Gregory Klingler (CRD# 4641806) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Hanover, MD and has over 19 years of experience in the finance industry.

17
William C. Monroe Iii
CRD#: 4043470
1600 Pennsylvania Ave., Mcdonough, GA 30253

William Monroe Iii (CRD# 4043470) 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.

18
William S. Morris
CRD#: 1793507
1600 Pennsylvania Ave., Mcdonough, GA 30253

William Morris (CRD# 1793507) 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.

19
Gaynell A. Palmisano
CRD#: 2067044
1600 Pennsylvania Ave., Mcdonough, GA 30253

Gaynell Palmisano (CRD# 2067044) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 32 years of experience in the finance industry.

20
Samuel B. Phillips
CRD#: 2239471
1600 Pennsylvania Ave., Mcdonough, GA 30253

Samuel Phillips (CRD# 2239471) 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.

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