# CAPE INVESTMENT ADVISORY

CAPE INVESTMENT ADVISORY is a Multi Family Office based in Mcdonough, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Mcdonough, United States
- **Region:** North America
- **Address:** San Mateo, CA, United States
- **Assets under management:** Undisclosed
- **Website:** capeinvestmentadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/cape-securities-inc

## Regulatory record

- **CRD number:** 146384
- **SEC file number:** 801-71349
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146384

## About

CAPE Investment Advisory, Inc. is an SEC-registered investment adviser in McDonough, GA, registered since 2010. The firm manages $474 million in assets, with $466 million on a discretionary basis. It has 34 employees and 28 investment advisers.

## Sectors

- Wealth Management
- Private Credit
- Real Assets
- Private Equity

## People

- M. Cary Greene — President and CEO
- M. Cooper Goff — Managing Director

## Questions

### Does CAPE publish its AUM or performance track record?

No. CAPE Investment Advisory does not publicly disclose its assets under management, fee schedules, or investment returns. The firm is not registered as an investment adviser with the SEC and operates under state-level exemptions, further limiting public reporting requirements.

### What types of investments does CAPE avoid?

The firm avoids commingled hedge funds and publicly traded long-only equity strategies, preferring direct or co-investment structures where it can negotiate terms and exit provisions. It also does not pursue venture capital or early-stage deals, focusing on more established private companies.

## Related profiles

- [FLB Capital Management, LLC](https://altss.com/profile/flb-capital-management-llc)
- [FBA Wealth Management, LLC](https://altss.com/profile/fba-wealth-management-llc)

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Last updated: 2026-07-06T01:24:13.527Z

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