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| Cape Investment Advisory Inc
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|---|---|
| CRD # | 146384 |
| SEC # | 801-71349 |
| CIK # | 0001944437 |
| AUM | 473.7 M (2026-03-31) |
| Employees | 34 (82% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 678-583-1120 |
| Address | 1600 Pennsylvania Ave Mcdonough, GA 30253 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 6.0 | ||
| Alphabet Inc | 5.1 | ||
| Coca Cola Co | 4.9 | ||
| Amazon Com Inc | 4.5 | ||
| Chevron Corp | 4.2 | ||
| Apple Inc | 4.1 | ||
| Facebook Inc | 3.1 | ||
| Alphabet Inc | 2.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.7 | ||
| Nvidia Corp | 2.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 895 | 180.2 |
| (b) Individuals (high net worth individuals) | 107 | 277.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 11.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,660 | 473.7 |
| By Discretionary | ||
| Discretionary | 1,650 | 466.2 |
| Non-Discretionary | 10 | 7.6 |
| Total | 1,660 | 473.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 473.7 | |
| Total | 1,660 | 473.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001944437] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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