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
Kenneth Bailey (CRD# 4956818) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 18 years of experience in the finance industry.
Jamison Banna (CRD# 5409034) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 14 years of experience in the finance industry.
Glen Barber (CRD# 2201253) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Woodstock, GA and has over 32 years of experience in the finance industry.
David Bell (CRD# 4234206) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Monroe, GA and has over 23 years of experience in the finance industry.
Edward Brooks (CRD# 3201418) 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.
Gerald Dietz (CRD# 4032865) 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.
Eric Edwards (CRD# 6166096) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 10 years of experience in the finance industry.
Stephen Enochs (CRD# 2352020) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 30 years of experience in the finance industry.
Christopher Fagiolo (CRD# 4943954) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 16 years of experience in the finance industry.
Robert Farragher (CRD# 5746101) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Orlando, FL and has over 14 years of experience in the finance industry.