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CRD#: 7072
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

CAPE SECURITIES INC. is located at 1600 Pennsylvania Avenue, Mcdonough, GA 30253 and was first established at Atlanta, North Carolina in 02/23/1976. After operating for 50 years, CAPE SECURITIES INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CAPE SECURITIES INC.’s clients are individuals and 0% of their clients are high net worth individuals. CAPE SECURITIES INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CAPE SECURITIES INC. are registered to handle securities or provide financial advice. The firm has 3 disclosures, 2 being regulatory events, 0 being client events, and 1 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CAPE SECURITIES INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CAPE SECURITIES INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for CAPE SECURITIES INC. Comes From

Understanding the Statistics for CAPE SECURITIES INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
2
Arbitration
1

FIRM INFORMATION

Main Address
1600 Pennsylvania Avenue, Mcdonough, GA 30253
Mailing Address
1600 Pennsylvania Avenue, Mcdonough, GA 30253
Firm Size
Small
Phone Number
(678) 583-1120
Established
North Carolina since 02/23/1976
Firm Type
Corporation
Fiscal year end
September
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
WEBB, JAMES RANDALLCHAIRMAN2089446
BACHMANN, KEVIN SCOTTPRESIDENT1406637
CIANTRO, PHILIPCCO2350685
CIANTRO, PHILIPFINOP2350685
JOKELA, JOHN KEVINCOO5474831

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at CAPE SECURITIES INC.

DW

David Scott Welton

IAR
RR
CRD#: 811129
Location:
Charlotte, NC 28203
Company:
CAPE INVESTMENT ADVISORY, INC.
Disclosures:
Experience:
50 years
View Profile
WM

William S Morris

William Samuel Morris, William Morris, Bill Morris
IAR
RR
CRD#: 1793507
Location:
Bradenton, FL
Company:
CAPE INVESTMENT ADVISORY, INC.
Disclosures:
Experience:
38 years
View Profile
JW

James Randall Webb

Jim R Webb, Jim Webb
IAR
RR
CRD#: 2089446
Location:
Mcdonough, GA 30253
Company:
CAPE INVESTMENT ADVISORY, INC.
Disclosures:
Experience:
35 years
View Profile
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