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Cape Investment Advisory, Inc.

● SEC registered since 2010CRD 146384SEC# 801-71349McDonough, GA
Export (members)
Reg. AUM
$402.4M
Employees
140
Accounts
1,769
Location
McDonough, GA

Cape Investment Advisory, Inc. assets under management

Cape Investment Advisory, Inc. is an SEC-registered investment adviser based in McDonough, GA. The firm has been registered since 2010. It reports $402.4 million in regulatory assets under management and employs 140 people.
www.blfgonline.comView on SEC.gov ↗

Cape Investment Advisory, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Aldeen Patrice Robinson ControlChief Compliance OfficerUnder 5%2023
Aldeen Patrice Robinson ControlDirector Of OperationsUnder 5%2021
James Randall Webb ControlCeoOver 75%2008

Frequently asked questions

How much does Cape Investment Advisory, Inc. manage?

Cape Investment Advisory, Inc. reports $402.4 million in regulatory assets under management on its Form ADV.

How many employees does Cape Investment Advisory, Inc. have?

Cape Investment Advisory, Inc. reports 140 employees.

Where is Cape Investment Advisory, Inc. located?

Cape Investment Advisory, Inc. is based in McDonough, GA and has been SEC-registered since 2010.

Does Cape Investment Advisory, Inc. disclose fund performance?

Cape Investment Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1600 Pennsylvania Ave., McDonough, GA 30253
Phone678-583-1120
Fax678-583-1258
Office hours9:00 - 5:00
SEC regionAtlanta Regional Office (ARO)
CIK1944437
Discloses disciplinary historyYes

Assets under management

Discretionary$383.7M
Non-discretionary$18.7M
Total (RAUM)$402.4M