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Cape Investment Advisory, Inc. Cape Investment Advisory Wrap Fee Program Part 2A Appendix 1of Form ADV: Wrap Fee Disclosure Brochure1600 Pennsylvania Ave. McDonough, GA 30253 (678) 5831120 March 31,

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What is part 2a appendix 1?

Part 2a appendix 1 is a section of a regulatory filing document that provides additional information about the financial advisor or investment advisor.

Who is required to file part 2a appendix 1?

Registered financial advisors or investment advisors are required to file part 2a appendix 1 as part of their regulatory obligations.

How to fill out part 2a appendix 1?

Part 2a appendix 1 must be completed with accurate and up-to-date information about the advisor's business practices, fees, conflicts of interest, and other relevant details.

What is the purpose of part 2a appendix 1?

The purpose of part 2a appendix 1 is to provide transparency to clients and regulators about the advisor's operations and potential conflicts of interest.

What information must be reported on part 2a appendix 1?

Part 2a appendix 1 typically includes information about the advisor's fees, services, disciplinary history, and conflicts of interest.

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