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CAPE INVESTMENT ADVISORY, INC.

MCDONOUGH, GA · CRD 146384 · IAPD ↗ · glacierwealthmanagement.com · 678-583-1120

$473.7MRegulatory AUM
28Advisory reps
34Employees
0Clients
0Planning clients
0Private funds
39States
14Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
August 2026 — CAPE INVESTMENT ADVISORY, INC. changed its website from blfgonline.com to glacierwealthmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
28
April 2026 — CAPE INVESTMENT ADVISORY, INC. changed its website from glacierwealthmanagement.com to blfgonline.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
April 2026 — CAPE INVESTMENT ADVISORY, INC. shrank from 40 to 28 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
December 2025 — CAPE INVESTMENT ADVISORY, INC. notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
April 2025 — CAPE INVESTMENT ADVISORY, INC. changed its website from sequoiaadvisoryservices.com to glacierwealthmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
April 2025 — CAPE INVESTMENT ADVISORY, INC. added office(s): 29 -> 34 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
November 2024 — CAPE INVESTMENT ADVISORY, INC. notice-filed in DC, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
August 2024 — CAPE INVESTMENT ADVISORY, INC. notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
May 2024 — CAPE INVESTMENT ADVISORY, INC. changed its website from glacierwealthmanagement.com to sequoiaadvisoryservices.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
28
March 2024 — CAPE INVESTMENT ADVISORY, INC. changed its website from capeinvestmentadvisory.com to glacierwealthmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
March 2024 — CAPE INVESTMENT ADVISORY, INC. notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.