CAPE INVESTMENT ADVISORY, INC.

CRD

146384

SEC file #

801-71349

EIN

261775149

DBA names

—

Economics

AUM

$473.7M

AUM band

$100M-$500M

AUM trajectory

'20 · $173.2M

'21 · $294.3M

'22 · $231.8M

'23 · $283.7M

'25 · $402.4M

'26 · $473.7M

'20'26

$173.2M → $473.7M▲ +174%

sec adv history

Client mix

Individuals Other	895
Individuals High Net Worth	107
Corporations	11

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 42 advisors

'21 · 24 advisors

'22 · 49 advisors

'23 · 43 advisors

'25 · 40 advisors

'26 · 28 advisors

'20'26

42 advisors → 28 advisors▼ -33%

sec adv history

Primary office

MCDONOUGH GA

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers

Fee basis

% of AUM

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

blfgonline.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

WEBB, JAMES, RANDALL

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

WEBB, JAMES, RANDALL

Robinson, Aldeen, Patrice

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

BLFGONLINE.COM

Rdap Domain Creation Date

2000-01-29T01:10:18Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

341,508

Form 5500 Compensation Trajectory 3y

2025

341,508

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

341,508

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001944437

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2023-10-12

Edgar Last Filing Date

2026-05-15

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-15

Accession0001944437-26-000002

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade

adv brochure

Edgar Addresses

Mailing

1600 PENNSYLVANIA AVEMCDONOUGH, GA 30253

Business

1600 PENNSYLVANIA AVEMCDONOUGH, GA 30253

Edgar EIN

261775149

Edgar Recent Filings

13F-HR2026-05-15 · 0001944437-26-000002

13F-HR2026-02-17 · 0001944437-26-000001

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2028-01-29T01:10:18Z

Rdap Domain Last Changed

2022-02-01T13:54:43Z

Rdap Nameservers

Ns37.worldnic.comNs38.worldnic.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Top Owner CRD

2089446

Trust Company Affiliate