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Firm profile

Cape Investment Advisory, Inc..

MCDONOUGH, GACRD 146384Latest ADV March 31, 2026

Cape Investment Advisory, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Mcdonough, GA. Its latest Form ADV filing, dated March 31, 2026, reports $474M in regulatory assets under management, 34 employees, 34 offices, and 1,660 accounts.

Assets Under Management
$474M
Employees
34
Offices
34 offices
Total Clients
1,013
Primary office
MCDONOUGH, GA
1600 PENNSYLVANIA AVE., MCDONOUGH, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOJames R. Webb
CCOAldeen P. Robinson

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

1 types reported
Asset based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 88.4% of total clients.
Top client categories% of clientsClients
1
Individuals
88.4%
895
2
HNWI
10.6%
107
3
Corporations
1.1%
11
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$474Mas of March 31, 2026
Discretionary98.4%
$466M
98% of total RAUM98.4%
Non-discretionary1.6%
$8M
2% of total RAUM1.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$474M
Total Accounts1,660
10Y AUM Change+$383M (+420.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees34
Clients per Employee30:1
10Y Employee Change+3 (+9.7%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.