Cape Investment Advisory, Inc.
Cape Investment Advisory, Inc. is an SEC-registered mass-market adviser in Mcdonough, GA with $473.7M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Cape Investment Advisory, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146384, SEC 801-71349, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $473.7M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Mcdonough, GA
- Employees
- 34
- Clients
- 1,013
- CRD
- 146384
- Ownership
- MANSFIELD, KATHI, RENEE; WEBB, JAMES, RANDALL; BIGOT, FRANCOIS, ROGER; Robinson, Aldeen, Patrice; Bond Williams, LaTasha
How much AUM does Cape Investment Advisory, Inc. have?
Cape Investment Advisory, Inc. reported $473.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Cape Investment Advisory, Inc.?
Disclosed owners and executives of Cape Investment Advisory, Inc. include MANSFIELD, KATHI, RENEE, WEBB, JAMES, RANDALL, BIGOT, FRANCOIS, ROGER, Robinson, Aldeen, Patrice, Bond Williams, LaTasha. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.