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CPS INVESTMENT ADVISORS
CHAS. P. SMITH & ASSOCIATES, PA, CPA'S
CRD 104914 · SEC 801-35294
205 EAST ORANGE STREET #310, LAKELAND, FL, 33801-4611, United States
Phone
863-688-1725
Fax
888-972-5548
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.89B
Discretionary AUM
$2.88B
Team
60 total employees; 21 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2460 | $688.1M |
| High net worth individuals | 647 | $1.69B |
| Pension/profit sharing plans | 220 | $366.8M |
| Charitable organizations | 19 | $65.6M |
| Corporations/business entities | 31 | $80.1M |
States served
AL, AZ, AR, CA, CO, GA, IL, IN, IA, KY, LA, MD, MI, NE, NJ, NY, NC, OH, OR, PA, SC, TN, VA, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
- https://www.facebook.com/CPAlliance-123443672920663
- https://www.facebook.com/cpsinvestmentadvisors
- https://www.instagram.com/cpsinvestmentadvisors
- https://www.linkedin.com/company/cpsinvestmentadvisors
- https://www.linkedin.com/company/cpalliance%E2%84%A2
- https://www.facebook.com/CPSGroupCPAs
- https://cpalliance.sharefile.com/Authentication/Login
- https://www.linkedin.com/company/cps-group-cpas-pa
- HTTP://WWW.CPSINVEST.COM
- HTTP://WWW.CPALLIANCE.COM
- HTTP://WWW.CPSINVESTMENTADVISORS.COM
- https://www.facebook.com/cpafinancialplanners
- https://www.linkedin.com/company/cpalliance
Official SEC filing: View on IAPD