RIA Intel›Advisers›Georgia›CAPE INVESTMENT ADVISORY, INC.

CAPE INVESTMENT ADVISORY, INC.

Advisory

N·MCDONOUGH, GA

Data as of Jul 10, 2026 · Source: SEC Form ADV

Total AUM
$474M
1-Year AUM Growth
+10.2%
3-Year CAGR
+12.2%
Employees
28
Assets Under Management
Total AUM$474M
Discretionary AUM$466M
Non-Discretionary AUM$8M
Discretionary %98.4%
Total Clients1,634
Team
Total Employees28
Investment Advisers34
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record79
First FilingApr 12, 2010
Latest FilingJul 10, 2026
🔒 Full AUM trend chart and 79 historical filings spanning 16+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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