Anthony D Abrams
Financial advisor at Cape Investment Advisory, Inc. · Mcdonough, GA
Last updated 2026-10-10
Claim your profileAnthony D Abrams is a financial advisor at Cape Investment Advisory, Inc. in Mcdonough, GA, CRD 2829747. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2004-01-06.
Registration
- CRD number
- 2829747
- Registration status
- Active
- IAPD registration
- 2004-01-06
- Industry Experience
- 22 years
- Work Experience
- 35 years
- States registered
- MD, NC, VA
Licenses and exams
- Series 63
- Series 65
Work history
- 1991-07 to Present · Abrams Financial Services · Vienna, VA
- 2014-05 to 2019-03 · Questar Capital Corporation · Minneapolis, MN
- 2014-05 to 2019-03 · Questar Asset Management · Minneapolis, MN
- 2019-03 to 2021-09 · Woodbury Financial Services, Inc. · Upper Marlboro, MD
- 2019-03 to 2021-09 · Woodbury Financial Services, Inc. · Upper Marlboro, MD
- 2023-09 to 2025-11 · Regal Investment Advisors, LLC · Kentwood, MI
- 2026-07 to Present · Cape Investment Advisory · Mcdonough, GA
Current employment
- Cape Investment Advisory, Inc. · Mcdonough, GA
Cape Investment Advisory, Inc.
- Regulatory AUM
- $473,744,528
- Registered advisors
- 35
- Offices
- 26
- Clients per advisor
- 28.9 (Low)
- Average AUM per client
- $467.7K (Low)
- High-net-worth client ratio
- 10.6% (Low)
Cape Investment Advisory, Inc.: advisors, services and reported ETF investments
About
Anthony D Abrams is a financial advisor at Cape Investment Advisory, Inc. in Mcdonough, GA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 22 years of industry experience and 35 years of reported work history. Reported roles include Cape Investment Advisory, Abrams Financial Services, Regal Investment Advisors, LLC, Woodbury Financial Services, Inc., among others.
SEC disclosures list additional business and community activities: Business Name: Abrams Financial Services.
Cape Investment Advisory, Inc.'s firm-level Form ADV reports 35 advisors across 26 offices; approximately 28.9 clients per advisor, average assets per client of $467,665, and regulatory AUM of $473.7M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $222.4M across 526 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Anthony D Abrams personally.
Reported ETF positions
Cape Investment Advisory reports 526 ETF positions worth $222.4M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SCHB — Schwab U.S. Broad Market ETF | $46.3M |
| SCHV — Schwab U.S. Large-Cap Value ETF | $21M |
| BINC — iShares Flexible Income Active ETF | $11.7M |
| SCHG — Schwab U.S. Large-Cap Growth ETF | $8.6M |
| SCHM — Schwab U.S. Mid Cap ETF | $7.2M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Cape Investment Advisory's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $170.1K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $1.4M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | VCRB — Vanguard Core Bond ETF | $229.7K | Top 99.9% | Residual alpha +0.66% · Residual Sharpe 0.14 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $356.1K | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Cape Investment Advisory, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
Location
1600 Pennsylvania Ave., Mcdonough, GA 30253
33 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 678-583-1120
- Website: capesecurities.com
Official record
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