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Cape Investment Advisory, Inc.
CAPE INVESTMENT ADVISORY, INC. is an SEC-registered investment adviser headquartered in McDonough, Georgia, serving primarily individual investors including high net worth individuals as well as pension plans. Founded in 2010, the firm employs around 140 staff, with capabilities spanning financial planning, investment management, insurance services, and retirement advice. They offer both proprietary and third-party managed account solutions and maintain a community-focused and socially conscious investment approach.
Investment Strategy
Cape Investment Advisory creates financial strategies tailored to individual client goals, focusing on community-conscious and growth-promoting investment for both individuals and retirement plans. Their approach includes written financial plans, use of both in-house and third-party manager strategies, managed accounts, mutual fund and ETF portfolio models, and insurance solutions. Cape emphasizes empowering Investment Advisor Representatives (IARs) through flexible custodian options and model portfolios, aiming to deliver exceptional financial concierge services and promote long-term financial security for their clients.
Latest 13F Filing Activity
Cape Investment Advisory, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 1,158 equity positions with a total 13F market value of $274M. The fund increased holdings in Schwab Strategic TR, Microsoft Corp., Schwab Strategic TR among other positions. Cape Investment Advisory, Inc. reduced exposure to Coca Cola Co., Check Point Software Tech LT, Ishares TR among others.
Top Holdings
Equity Positions (1,158)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHB | SCHWAB STRATEGIC TR | 13.77% | $37.7M | 1,583,013 | $16.29 | $23.83 | +$4.2M |
S SCHV | SCHWAB STRATEGIC TR | 6.09% | $16.7M | 602,557 | $21.98 | $27.67 | +$692.9K |
S SCHG | SCHWAB STRATEGIC TR | 2.78% | $7.6M | 261,030 | $16.29 | $29.21 | +$1.1M |
M MSFT | MICROSOFT CORP | 2.67% | $7.3M | 14,687 | $300.39 | $497.41 | +$1.9M |
B BINC | BLACKROCK ETF TRUST II | 2.50% | $6.9M | 129,691 | $52.31 | $52.84 | +$540.4K |
Industry Allocation
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