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).
-
Total Assets Under Management365MILLION
-
Total Number of Accounts1,630ACCOUNTS
-
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
Scott Tucker (CRD# 5515380) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Virginia Beach, VA and has over 15 years of experience in the finance industry.
Karen Turner (CRD# 1399203) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 38 years of experience in the finance industry.
Gary Wargo (CRD# 4915239) 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.
James Webb (CRD# 2089446) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 33 years of experience in the finance industry.
John Weis (CRD# 5743649) 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.
David Welton (CRD# 811129) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Charlotte, NC and has over 41 years of experience in the finance industry.
Steven Wisnewski (CRD# 4646148) 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.
Larry Yager (CRD# 5691174) 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.
Trevor Maxwell (CRD# 6950418) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 5 years of experience in the finance industry.
James Walker (CRD# 6685668) 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.