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 31 - 40 of 40 top financial advisors.
31
John B. Weis
CRD#: 5743649
Cumming, GA

John Weis (CRD# 5743649) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Cumming, GA and has over 10 years of experience in the finance industry.

32
David S. Welton
CRD#: 811129
300 E. Kingston Ave., Charlotte, NC 28203

David Welton (CRD# 811129) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Charlotte, NC and has over 40 years of experience in the finance industry.

33
Steven F. Wisnewski
CRD#: 4646148
1600 Pennsylvania Ave., Mcdonough, GA 30253

Steven Wisnewski (CRD# 4646148) 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.

34
Larry W. Yager
CRD#: 5691174
1600 Pennsylvania Ave., Mcdonough, GA 30253

Larry Yager (CRD# 5691174) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 11 years of experience in the finance industry.

35
Harold J. Knight
CRD#: 4220303
1600 Pennsylvania Ave., Mcdonough, GA 30253

Harold Knight (CRD# 4220303) 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.

36
Edward R. Martin
CRD#: 1777831
Weymouth, MA

Edward Martin (CRD# 1777831) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Weymouth, MA and has over 34 years of experience in the finance industry. Edward Martin 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.

37
Trevor Maxwell
CRD#: 6950418
Suffolk, VA

Trevor Maxwell (CRD# 6950418) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Suffolk, VA and has over 4 years of experience in the finance industry.

38
James L. Walker
CRD#: 6685668
1600 Pennsylvania Ave., Mcdonough, GA 30253

James Walker (CRD# 6685668) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 2 years of experience in the finance industry.

39
Jason E. Wells
CRD#: 6929201
1600 Pennsylvania Ave., Mcdonough, GA 30253

Jason Wells (CRD# 6929201) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 4 years of experience in the finance industry.

40
Danita M. Yetter
CRD#: 7246906
1600 Pennsylvania Ave., Mcdonough, GA 30253

Danita Yetter (CRD# 7246906) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 2 years of experience in the finance industry.

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