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CPC ADVISORS, LLC
CRD 111025 · SEC 801-11913
1475 PEACHTREE ST. NE, SUITE 750, ATLANTA, GA, 30309, United States
Phone
404-879-3000
Fax
404-892-1970
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.68B
Discretionary AUM
$1.66B
Team
29 total employees; 17 advisory reps; 9 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; THIRD-PARTY ADVISORY FEES
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 829 | $892.3M |
| High net worth individuals | 105 | $640.1M |
| Pension/profit sharing plans | 20 | $17.1M |
| Charitable organizations | 6 | $18.6M |
| Corporations/business entities | 21 | $107.4M |
States served
AL, AZ, CA, CO, DC, GA, IL, IN, KY, LA, MD, MA, MI, MS, MT, NV, NJ, NY, NC, OH, PA, SC, TN, VA, WV, WI, WY, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD