Cape Investment Advisory, Inc.

Overview

Cape Investment Advisory, Inc. is an SEC registered investment adviser based in McDonough, GA, registered since 2010. It reports $474M in assets under management across 1,660 accounts, with 34 employees. It has 33 investment adviser representatives.

Reported AUM

$474M

Discretionary

98%

Accounts

1,660

Average account

$285K

Employees

34

Advisory reps

33

Registered since

2010

Jurisdictions

39

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

• James Randall Webb Chief Executive Officer CRD 2089446
• Rachel Faulk Chief Compliance Officer CRD 7712313
• James David May Director of Operations CRD 1601422

Advisory reps 3 of 33

• Anthony Drake Abrams Insurance Agent · Investment Adviser Rep CRD 2829747
• Kevin Scott Bachmann Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1406637
• David B Bell Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4234206

30 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1600 Pennsylvania Ave
McDonough, GA 30253

County

Henry

Metro area

Atlanta-Sandy Springs-Alpharetta, GA

Region

South

Registrations

• SEC registered
• Registered in 39 jurisdictions
• Website: glacierwealthmanagement.com

Every state, with registration dates

Similar firms near McDonough

• Global Investment AdvisoryMcDonough, GA$71.8M AUM
• Gamsg Financial Advisors LLCMcDonough, GA$13.5M AUM
• Invesco Advisers, Inc.Atlanta, GA$75B AUM
• Truist Advisory Services, Inc.Atlanta, GA$77.4B AUM
• Earnest Partners, LLCAtlanta, GA$42.6B AUM