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).

Current Firm Details
1600 Pennsylvania Ave., Mcdonough, GA 30253
https://www.facebook.com/cape-securities-inc-774265805922601/
By the Numbers
  • Total Assets Under Management
    365
    MILLION
  • Total Number of Accounts
    1,630
    ACCOUNTS
  • Average Account Value
    $224,056
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 31 - 31 of 31 top financial advisors.
31
Danita Yetter, financial advisor Mcdonough GA
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 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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