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Anna Cape

Investment adviser representative at State Farm Investment Management Corp.
13 yearsExperience
2 statesRegistered in
$12.9BFirm assets
54 yearsFirm in business

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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.

  • Portfolio management

Experience

13 years in the industry.

  1. Anna Cape Insurance AgencyOct 2025 to now
  2. State Farm Investment Management Corp.Jun 2025 to now
  3. State Farm Vp Management CorpJun 2025 to now
  4. Barker Dental Lab IncAug 2021 to now
  5. State Farm InsuranceJun 2025 to Oct 2025
  6. State Farm Vp Management CorpAug 2024 to May 2025
  7. Brandon Jones Insurance AgencyJun 2022 to May 2025
  8. Tennessee Technological UniversityJan 2020 to Jun 2022
  9. Middle TennesseeJun 2017 to Dec 2019
  10. University School of JacksonApr 2012 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 2 states (AR, TN).

State Farm Investment Management Corp.

$12.9BAssets managed
3,575Clients
7,123Advisers
54 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
7969344
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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