Gregory Patrick Klingler
Investment adviser representative at Cape Investment Advisory, Inc.
16 yearsExperience
14 statesRegistered in
CFP® certificationDesignation
$473.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- American Global Wealth Management, Inc.Jan 2023 to now
- Cape Investment Advisory, Inc.May 2010 to now
- Cape Securities IncApr 2010 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 14 states (AZ, CO, DE, FL, GA, HI, MD, NC, OH, PA, SC, TX, VA, WV).
Cape Investment Advisory, Inc.
$473.7MAssets managed
1,013Clients
31Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4641806
- Firm CRD
- 146384