Roy
Kelsey
Cape Investment Advisory, Inc
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About this Advisor
Roy Kelsey is a financial advisor operating out of Mcdonough, Georgia who has 4 years of relevant experience. Kelsey currently works for Cape Investment Advisory, Inc. During their career, Kelsey has held roles at G.A. Repple & Company, Skyview Wealth Management, LLC and 401K Generation. Kelsey holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to work in California, Florida, Hawaii, New Jersey, North Carolina and Ohio. Cape Investment Advisory, Inc is a registered investment firm that has its headquarters in Mcdonough, GA. The firm has offices in 29 locations and a total of 139 advisors. It has $299 million in assets across its 1,589 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 1,589 accounts, just 5% are held by high-net-worth investors who have at least $1 million in investable assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules largely vary depending on which service is offered. Fee types billed by Cape Investment Advisory, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cape Investment Advisory, Inc Brokerage Details
$298,865,172
139
1,589
$188,084
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Roy Kelsey Work History
Roy has been registered as a financial advisor for 4 years.*
401K Generation
Skyview Wealth Management, LLC
Skyview Wealth Management, LLC
G.A. Repple & Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Roy Kelsey 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
Mcdonough, GA
Mcdonough, GA
Mcdonough, GA
Hanover, MD
Orlando, FL
Mcdonough, GA
Mcdonough, GA
Mcdonough, GA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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