Unclaimed Profile

Harrison Pierce Palmer

CAPE INVESTMENT ADVISORY, INC.·MCDONOUGH, Georgia

SIE, Series 7, Series 24, Series 66Clean record13 years registeredCAPE INVESTMENT ADVISORY, INC.

1600 PENNSYLVANIA AVE., MCDONOUGH, GA 30253CRD# 6135504Firm CRD# 146384

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Harrison Pierce Palmer · MCDONOUGH, GA

Registration

CRD #6135504 · CAPE INVESTMENT ADVISORY, INC. · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAPE INVESTMENT ADVISORY, INC.

CAPE INVESTMENT ADVISORY, INC.

Aug 2013 – Dec 2021

MCDONOUGH, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · August 9, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPE INVESTMENT ADVISORY, INC.

CRD 146384 · SEC 801-71349

AUM

$365M

Regulatory assets under management

Employees

140

1,630 client accounts

Services offered by CAPE INVESTMENT ADVISORY, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CAPE INVESTMENT ADVISORY, INC. →

Introduction

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Frequently Asked Questions

What services does Harrison Pierce Palmer offer?

Harrison Pierce Palmer specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Harrison Pierce Palmer's credentials?

Harrison Pierce Palmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Harrison Pierce Palmer located?

Harrison Pierce Palmer is based in MCDONOUGH, Georgia, last registered with CAPE INVESTMENT ADVISORY, INC..

How does Harrison Pierce Palmer charge for services?

Harrison Pierce Palmer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPE INVESTMENT ADVISORY, INC.?

CAPE INVESTMENT ADVISORY, INC. has approximately 140 employees and manages $365M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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