Hunter
Frey

Cape Investment Advisory, Inc

CRD#6503947
Investment Advisor
in Mcdonough, GA

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About this Advisor

Hunter Frey is a financial advisor based in McDonough, Georgia, working with Cape Investment Advisory, Inc. Hunter has previously held positions at Gardner-Webb University, Lpl Financial LLC, Siena College, Alt Fund Distributors LLC, Arbor Research & Trading, LLC, American Global Wealth Management, Inc, Dharma Capital Advisors, and Cape Investment Advisory, Inc. Hunter has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Hunter is part of Cape Investment Advisory, Inc, which operates out of McDonough, Georgia. The firm has 29 offices and 140 employees. The firm manages assets totaling $365.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cape Investment Advisory, Inc includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

1600 Pennsylvania Ave.
Mcdonough, GA 30253

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Cape Investment Advisory, Inc Brokerage Details

Total Assets Under Management

$365,212,023

GA Average: $3,570,121,308
Total Number of Employees

140

GA Average: 58
Total Number of Accounts

1,630

GA Average: 1,608
Average Account Size

$224,056

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Hunter Frey Work History

2024 - Present (0 year)

American Global Wealth Management, Inc

2024 - Present (0 year)

Cape Investment Advisory, Inc

2023 - Present (1 year)

Arbor Research & Trading, LLC

2023 - Present (1 year)

Dharma Capital Advisors

2020 - 2023 (3 years)

Alt Fund Distributors LLC

2018 - 2020 (2 years)

Lpl Financial LLC

2015 - 2017 (2 years)

Gardner-Webb University

2013 - 2014 (1 year)

Siena College

Disclosures

Please visit the SEC profile of Hunter Frey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cape Investment Advisory, Inc

Danita Yetter
Hanover, MD
Gerald Dietz
Mcdonough, GA
Hunter Frey
Mcdonough, GA
David Welton
Charlotte, NC
Eric Edwards
Mcdonough, GA
Monica Zamfir
Mcdonough, GA
James March
Moraga, CA
Robert Farragher
Orlando, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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