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Trevor Maxwell

Cape Investment Advisory, Inc.

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About Trevor Maxwell

Trevor Maxwell is an investment advisor representative currently registered with Cape Investment Advisory, Inc. in Virginia. Trevor has been in the industry since 2018, and has worked previously with KMS Financial Services, Inc. and The O.N. Equity Sales Company. Trevor holds a Series 6, Series 63, and Series 65 license and the SIE exam. Trevor also has experience in life insurance and annuities.

Firm Information

Trevor Maxwell 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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Trevor Maxwell’s Registration & Firm History

VA

09/29/2020 - Present

Cape Investment Advisory, Inc. (Suffolk VA)

VA

05/29/2019 - 05/01/2020

KMS FINANCIAL SERVICES, INC. (Norfolk VA)

VA

07/27/2018 - 07/31/2018

THE O.N. EQUITY SALES COMPANY (NORFOLK VA)

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Licenses & Designations

IA

Issued 09/27/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/19/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/31/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Trevor Maxwell.
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