Eric
Edwards
Cape Investment Advisory, Inc
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About this Advisor
Eric Edwards is a financial advisor based in Mcdonough, Georgia, who has 3 years of industry experience. Edwards is on the advisory team at Cape Investment Advisory, Inc. During their career, Edwards has held roles at T. Rowe Price, Carchex, N/A, Manufacturers & Traders Trust Company ("M&T Bank"), M&T Securities, Inc, Cuna Brokerage Services, Inc, Cuna Mutual Group, Cape Securities, Inc and American Global Wealth Management. Edwards has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona, Hawaii, Maryland, New York, North Carolina, Ohio, South Carolina and Texas. Cape Investment Advisory, Inc is a company that has its headquarters in Mcdonough, GA. It has offices in 29 locations and a total of 139 people on staff. It oversees $299 million in total assets across its 1,589 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,589 accounts, just 5% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically vary depending on the type of financial services provided. However, fees charged 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
Eric Edwards Work History
Eric has been registered as a financial advisor for 3 years.*
American Global Wealth Management
Cape Securities, Inc
N/A
Cuna Brokerage Services, Inc
Cuna Mutual Group
Manufacturers & Traders Trust Company ("M&T Bank")
M&T Securities, Inc
Carchex
N/A
T. Rowe Price
*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 Eric Edwards 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
Orlando, FL
Hanover, MD
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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