Cape Investment Advisory, Inc.
Cape Investment Advisory, Inc. (CRD# 146384) is a financial advisory firm headquartered in Mcdonough, GA. They manage $365,212,023 in 1,630 accounts and serve the financial needs of clients across 35 states (or territories).
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Total Assets Under Management365MILLION
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Total Number of Accounts1,630ACCOUNTS
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Average Account Value$224,056
- A percentage of assets under your management
- 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
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
Paul Jacobs (CRD# 4658235) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 20 years of experience in the finance industry.
Andre Janasik (CRD# 2938691) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 26 years of experience in the finance industry.
Gregory Klingler (CRD# 4641806) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Hanover, MD and has over 20 years of experience in the finance industry.
William Monroe Iii (CRD# 4043470) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Jasper, TX and has over 24 years of experience in the finance industry.
William Morris (CRD# 1793507) 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.
Samuel Phillips (CRD# 2239471) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 31 years of experience in the finance industry.
John Redfearn (CRD# 2771876) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Stockbridge, GA and has over 27 years of experience in the finance industry.
Aldeen Robinson (CRD# 3251054) 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.
Wayne Sanders (CRD# 876538) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 41 years of experience in the finance industry.
Danny Strain (CRD# 437903) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 41 years of experience in the finance industry.