Overview
Assets Under Management: $402 million
Headquarters: MCDONOUGH, GA
High-Net-Worth Clients: 66
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.36
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,769
Discretionary Accounts: 1,652
Non-Discretionary Accounts: 117
Regulatory Filings
CRD Number: 146384
Filing ID: 2009479
Last Filing Date: 2025-08-13 15:59:00
Website: https://capesecurities.com