Gary Leo Wargo

Cape Investment Advisory, INC.

20 Years of Experience

3 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Cape Investment Advisory, INC.

Compensation

Fee-Only (AUM)

Firm Size

33 advisors

Number of Clients

1,634 clients

Average Client Portfolio

$246K average

Assets Under Management

$402.4M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Minimum Annual Fee:$350

Location

1600 Pennsylvania Ave., Mcdonough, GA, 30253

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History

Regulatory History (3)

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Judgment / Lien

August 2025

Judgment / Lien

October 2023

Judgment / Lien

May 2018

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Other Business ActivitiesSells Insurance

Gary is a partner in Blueprint Financial Solutions LLC, which is investment-related to a fixed insurance business, since 2021. He dedicates full-time hours to the business, with about half of those hours during trading hours.