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James David May

TERRA WEALTH MANAGEMENT, LLC·HIGH POINT, North Carolina
SIE, Series 6, Series 7, Series 7TO, Series 24, Series 26, Series 63, Series 65Clean record3 years registeredTERRA WEALTH MANAGEMENT, LLC
400 WEST ENGLISH ROAD, HIGH POINT, NC 27262CRD# 1601422Firm CRD# 320643

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James David May · HIGH POINT, NC
Registration
CRD #1601422 · TERRA WEALTH MANAGEMENT, LLC · 3 years registered
Brand Profile
Not yet started
01

Career History

CAPE INVESTMENT ADVISORY, INC.
Nov 2025 – present
TERRA WEALTH
Nov 2022 – Apr 2025
LAWRENCEVILLE, GA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 7TO
Series 24
Series 26
Series 63
Series 65
Registration record
First registered · November 21, 2022
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TERRA WEALTH MANAGEMENT, LLC
CRD 320643 · SEC 801-125822
AUM
$341M
Regulatory assets under management
Employees
65
2,587 client accounts
Services offered by TERRA WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TERRA WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does James David May offer?
James David May specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HIGH POINT, North Carolina for a consultation.
What are James David May's credentials?
James David May is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James David May located?
James David May is based in HIGH POINT, North Carolina, working with TERRA WEALTH MANAGEMENT, LLC. Their office serves clients in the HIGH POINT metropolitan area and surrounding communities.
How does James David May charge for services?
James David May's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TERRA WEALTH MANAGEMENT, LLC?
TERRA WEALTH MANAGEMENT, LLC has approximately 65 employees and manages $341M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TERRA WEALTH MANAGEMENT, LLC

Phillip Scott Leonard
HIGH POINT, NC

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Nearby cities in North Carolina
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Research
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