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CEO · Cape Investment Advisory, Inc.

James R. Webb

CRD 2089446 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Cape Investment Advisory, Inc., an SEC-registered wealth manager based in McDonough, GA with $474 million in regulatory assets, lists James R. Webb on its Form ADV as CEO, a control person. The SEC filings also name James at 1 other registered adviser.

Firms and roles

AtlasMembers

James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Rachel FaulkChief Compliance Officer, Cape Investment Advisory, Inc.
  • James D. MayDirector of Operations, Cape Investment Advisory, Inc.
  • Greg StrakaPresident, Global Investment Advisory

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.