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Eric Joseph Edwards

Cape Investment Advisory, Inc.

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About Eric Joseph Edwards

Eric Joseph Edwards is an investment advisor representative at Cape Investment Advisory, Inc. Eric has been in the financial industry since 2014. Eric is registered in 23 states and has passed several securities exams, including the Series 66, Series 7, and the Securities Industry Essentials Examination. Eric's previous experience includes positions with M&T Securities, Inc., CUNA Brokerage Services, Inc., and T. Rowe Price Investment Services, Inc. Eric provides investment advice to individuals, families, and retirement plans. Eric also works as a benefits advisor for GEBA and GEMBA.

Firm Information

Eric Edwards is currently registered with Cape Investment Advisory, Inc.. Cape Investment Advisory, Inc. is an investment advisory firm headquartered in McDonough, Georgia, with a total of 40 investment adviser representatives. The firm manages approximately $365 million in assets, providing financial planning, pension consulting, and portfolio management services for individuals and businesses. They also offer educational seminars and select other advisors. The firm's services are tailored to meet the needs of high-net-worth individuals, pension and profit-sharing plans, and other individual clients.
Cape Investment Advisory, Inc.

1600 PENNSYLVANIA AVE.

MCDONOUGH, GA 30253

$365.21M

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Edwards’s Registration & Firm History

GA

10/29/2024 - Present

Cape Investment Advisory, Inc. (MCDONOUGH GA)

MD

02/24/2020 - 01/02/2023

CAPE SECURITIES INC. (Hanover MD)

MD

01/25/2018 - 10/03/2019

CUNA BROKERAGE SERVICES, INC. (Baltimore MD)

MD

01/29/2016 - 01/19/2018

M&T SECURITIES, INC. (OWINGS MILLS MD)

MD

05/22/2013 - 10/09/2015

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

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Licenses & Designations

BOTH

Issued 07/03/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Joseph Edwards.
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