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Get the free Cape Investment Advisory, Inc. Form 13F-HR Filed 2023-11-07. Accession Number

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SECURITIES AND EXCHANGE COMMISSIONFORM 13FHR Initial quarterly Form 13F holdings report filed by institutional managersFiling Date: 20231107 | Period of Report: 20230930 SEC Accession No. 000194443723000006
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Cape Investment Advisory Inc is a financial advisory firm that provides investment management and financial planning services to clients.
Individuals or entities that have an investment advisory business and meet certain regulatory thresholds are required to file forms related to Cape Investment Advisory Inc.
To fill out Cape Investment Advisory Inc forms, you must gather the necessary financial and business information, complete the required sections of the form accurately, and submit it according to the specific guidelines provided by the relevant regulatory authority.
The purpose of Cape Investment Advisory Inc is to offer professional investment management services and to help clients achieve their financial goals through sound investment strategies.
The information that must be reported includes the advisor's business structure, financial statements, investment strategies, fees, and client disclosures.
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