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CP ADVISORS, INC.
CRD 111701
403 E. JOHNSON STREET, CLINTON, NC, 28328, United States
Phone
(910) 490-1118
Fax
(910) 663-2045
Registration
— (—)
Source
State registered
Total AUM
$69.6M
Discretionary AUM
$69.6M
Team
7 total employees; 5 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 147 | $28.7M |
| High net worth individuals | 31 | $40.9M |
All web addresses on file
Official SEC filing: View on IAPD