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⚲
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| C2P Capital Advisory Group LLC
✚
|
|
|---|---|
| CRD # | 156480 |
| SEC # | 801-72187 |
| CIK # | |
| AUM | $4.4 B (2026-03-23) |
| Employees | 244 (40% Investors, 7% Brokers) |
| Phone | 888-240-0064 |
| Address | 30400 Detroit Road Westlake, OH 44145 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,479 | 1.7 |
| (b) Individuals (high net worth individuals) | 990 | 2.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 29 | 0.0 |
| (h) Charitable organizations | 24 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 25 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 16,541 | 4.4 |
| By Discretionary | ||
| Discretionary | 16,541 | 4.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 16,541 | 4.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.4 | |
| Total | 16,541 | 4.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Goelzer Investment Management Inc
✚
|
IN | 4.5 |
|
Clifford Swan Investment Counsel LLC
✚
|
CA | 4.5 |
|
Alaska Permanent Capital Management LLC
✚
|
AK | 4.4 |
|
Advisory Alpha LLC
✚
|
MI | 4.4 |
|
Good Life Advisors LLC
✚
|
FL | 4.4 |
|
Simplicity Wealth LLC
✚
|
NJ | 4.3 |
|
Beacon Capital Management Inc
✚
|
OH | 4.3 |
|
Willis Investment Counsel Inc
✚
|
GA | 4.2 |
|
Halbert Hargrove Global Advisors LLC
✚
|
CA | 4.2 |
|
Sound Income Strategies LLC
✚
|
FL | 4.2 |