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John Earle Redfearn III

Advisor at Cape Investment Advisory, Inc. — McDonough, GA 1600 Pennsylvania Ave.

Updated today

Credentials

CFP®, ChFC®, Series 63, Series 65

Experience

30 years

Location

McDonough, GA 30253

Cape Investment Advisory, Inc. logo

Cape Investment Advisory, Inc.

Multi-team

Total advisors

31

Across 15 offices

Clients per advisor

32 Very Low

Avg AUM per client

$456,781 Low

HNW client ratio

11% Low

About

John Redfearn III is a CFP® and ChFC® with 30 years of experience in the financial services industry. He is affiliated with Cape Investment Advisory, Inc. and has a background that includes roles at multiple financial and investment-related firms. In addition to his advisory work, he serves as adjunct faculty teaching undergraduate business courses at Central Texas College. Cape Investment Advisory, Inc. provides portfolio management, financial planning, and access to third-party and affiliated asset managers for individual clients, businesses, and various qualified plans. The firm’s investment process is based on personal financial assessments and employs asset allocation strategies supported by risk/return data and optimization tools.

Client services

Based on Cape Investment Advisory, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cape Investment Advisory, Inc.

Private / alternative investments Options & derivatives strategies

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Fee options

Percentage

$0 - $250,000: 2.75% total fee (includes 0%–2.45% management fee + $0.30 execution/clearing fee) $250,000 - $500,000: 2.50% total fee (includes 0%–2.20% management fee + $0.30 execution/clearing fee) $500,000 - $1,000,000: 2.25% total fee (includes 0%–2.00% management fee + $0.25 execution/clearing fee) $1,000,000 - $2,000,000: 1.95% total fee (includes 0%–1.75% management fee + $0.20 execution/clearing fee) $2,000,000 - $5,000,000: 1.65% total fee (includes 0%–1.45% management fee + $0.20 execution/clearing fee) $5,000,000+: 1.35% total fee (includes 0%–1.20% management fee + $0.15 execution/clearing fee)

Other

Account minimum: $25,000 Minimum fee: Minimum fee of $350 Fee-only: Fees are fee-only; no commissions on advisory fees.

Location

See office

McDonough, GA 1600 Pennsylvania Ave.

1600 Pennsylvania Ave.

McDonough GA 30253

Advisors at this office

13

Most active in

Georgia · North Carolina

Work history

30 years of industry experience

American Global Wealth Management

2026 - Present • 1 year

McDonough, GA

E-Med4All USA LLC

2022 - Present • 4 years

Stockbridge, GA

Working Warriors LLC

2021 - Present • 5 years

Stockbridge, GA

Veracor Financial LLC

2020 - 2022 • 2 years

Stockbridge, GA

Pathfinder Global Financial Services, LLC

2020 - Present • 6 years

Stockbridge, GA

Patriot Arms USA Inc

2020 - Present • 6 years

Stockbridge, GA

Global Investment Advisory LLC

2020 - Present • 6 years

Stockbridge, GA

SCN4ALL LLC

2020 - Present • 6 years

Stockbridge, GA

Veracor Capital Group LP

2020 - Present • 6 years

Stockbrodge, GA

Healthcare Preference Group, Inc.

2020 - Present • 6 years

Stockbridge, GA

Veracor Services, LLC

2020 - Present • 6 years

Stockbridge, GA

Vitaquant, Inc.

2020 - Present • 6 years

Stockbridge, GA

Optical Technologies, Inc.

2019 - 2021 • 2 years

Stockbridge, GA

Veracor Holdings Inc.

2019 - Present • 7 years

Stockbridge, GA

Veracor Capital Advisors LLC

2019 - Present • 7 years

Stockbridge, GA

Veracor Management, LLC

2019 - Present • 7 years

Stockbridge, GA

Kaqun Capital Advisors, LLC

2019 - 2021 • 2 years

Stockbridge, GA

Fiduciary Solutions Financial Services, Inc.

2017 - Present • 9 years

Stockbridge, GA

CAPE SECURITIES, iNC.

2013 - Present • 13 years

McDonough, GA

Cape Investment Advisory, Inc.

2013 - Present • 13 years

McDonough, GA

Fiduciary Solutions Insurance Agency, LLC

2008 - Present • 18 years

Stockbridge, GA

Fiduciary Solutions, LLC

2008 - 2020 • 12 years

Roseville, CA

MD Planning Group, LLC

2005 - Present • 21 years

Atlanta, GA

Concourse Financial Group Securities, Inc.

2003 - 2006 • 3 years

Atlanta, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kevin W

Series 63, Series 66, Series 65

McDonough, GA

GAMSG Financial Advisors LLC

Kevin Webb is a financial advisor with GAMSG Financial Advisors LLC in McDonough, GA, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. He is also the CEO and sole owner of Genesis Asset Management Strategies Group, an insurance brokerage firm specializing in employee benefits, property and casualty, health, and life insurance. Webb has been involved with Genesis since 2013 and joined GAMSG Financial Advisors in 2022. GAMSG Financial Advisors primarily serves individual retail investors through discretionary portfolio management and financial planning, along with consulting for employee benefit plans such as 401(k) programs. The firm employs a diversified investment approach using ETFs, mutual funds, equities, and fixed income instruments, and maintains an active pension consulting practice.

Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management
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Darrell R

Series 65

Morrow, GA

Stewardship Edge Capital, LLC

Darrell Russell is the sole advisor at Stewardship Edge Capital, LLC, holding a Series 65 designation with seven years of industry experience. He has managed portfolios at Stewardship Edge Capital since 2018 and has prior experience with High Net Wealth, LLC beginning in 2014. Stewardship Edge Capital is a state-registered investment adviser providing discretionary portfolio management through separately managed accounts to individual clients, including high-net-worth investors. The firm employs a long-term value investing approach focused on fundamental and qualitative analysis to identify companies with durable competitive advantages, offering both a General and a more concentrated Focused portfolio strategy.

Active portfolio management Concentrated stock management
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Bruce D

Series 63, Series 65

Ellenwood, GA

Resources Asset Management LLC

Bruce Dobbs is a financial advisor at Resources Asset Management LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Resources Asset Management, he was involved with Singh Biotechnology for six years and Gotcha Goat LLC for eight years. He is also active in drug development through Singh Molecular Medicine Inc. and works as an insurance agent with American Family Insurance. Resources Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and estates. The firm uses an active, asset-allocation-driven approach incorporating fundamental, quantitative, and technical analysis, and acts as a wrap fee program sponsor offering model-based strategies and educational seminars.

General retirement planning Income planning Wealth management Charitable giving & philanthropy
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Latavius P

Series 63, Series 65

McDonough, GA

CSG Wealth Management

Latavius Powell is the sole advisor at CSG Wealth Management in McDonough, GA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has led CSG Wealth Management since 2010. Outside of advising, he holds a real estate license and is involved in a Wyoming-based film production company as well as a local trucking business. CSG Wealth Management serves a small client base primarily composed of professional athletes, offering consulting, written financial planning, and investment management services. The firm employs a value-oriented investment approach, using both fundamental and technical analysis with portfolios tailored to client objectives.

Debt management Cash flow / budgeting General tax planning Professional Athlete
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Orrodon D

ChFC®, Series 63, Series 65

Lake Spivey, GA

OBN Wealth Advisors

Orrodon Dinkins is a financial advisor at OBN Wealth Advisors with 16 years of industry experience. He holds the ChFC® designation and has previously worked at Guardian Life. Outside of his advisory role, he is an author and professional speaker through One Bucket Nation LLC. OBN Wealth Advisors is an independent firm serving individuals, including high-net-worth clients, and small businesses with financial planning, investment consultation, and retirement-plan advice. The firm employs a blend of fundamental, technical, and cyclical analysis combined with active and passive investment strategies, and regularly offers educational seminars and written materials.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Retirement withdrawal strategies Divorce financial planning Executive Founder/Business Owner Married/Couples/Partners Divorced Approaching retirement
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Ruel S

Series 65

Stockbridge, GA

Cereli Inc.

Ruel Samuels Jr. is a Series 65-licensed financial advisor with 28 years of industry experience. He is the sole advisor at Cereli Inc., an independent firm located in Stockbridge, GA. Samuels has also been associated with C & R Management Services, Inc. since 1991. Cereli Inc. serves individuals, retirement plans, and small corporate and nonprofit clients by managing portfolios of stocks, mutual funds, and fixed-income instruments. The firm uses Modern Portfolio Theory combined with qualitative and quantitative analysis and offers discretionary portfolio management tailored to client risk tolerance and time horizon.

Wealth management
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