CAPE INVESTMENT ADVISORY, INC.

MCDONOUGH, Georgia·8 registered advisors·CRD# 146384
SEC# 801-7134929678-583-1120
01

Firm Overview

AUM
$365M
Regulatory assets under management
Employees
140
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at CAPE INVESTMENT ADVISORY, INC.

8 registered advisors
Caleb Mark Hobgood
MCDONOUGH, Georgia
David Leon Smith
MCDONOUGH, Georgia
Eric Stochek Levine
MCDONOUGH, Georgia
Francois Roger Bigot
MCDONOUGH, Georgia
Harrison Pierce Palmer
MCDONOUGH, Georgia
Larry Wayne Yager
MCDONOUGH, Georgia
Nisha N Patel-Sanders
MCDONOUGH, Georgia
William Matthew J Guinn
MCDONOUGH, Georgia
05

Office Locations

MCDONOUGH, Georgia
8 advisors

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Data sourced from SEC Form ADV filings. CAPE INVESTMENT ADVISORY, INC. (CRD# 146384) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.