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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| C2P Capital Advisory Group LLC
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|---|---|
| CRD # | 156480 |
| SEC # | 801-72187 |
| CIK # | |
| AUM | $3.7 B (2025-05-21) |
| Employees | 202 (50% Investors, 7% Brokers) |
| Phone | 888-240-0064 |
| Address | 30400 Detroit Road Westlake, OH 44145 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,298 | 1.6 |
| (b) Individuals (high net worth individuals) | 752 | 1.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 0.0 |
| (h) Charitable organizations | 6 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14,823 | 3.7 |
| By Discretionary | ||
| Discretionary | 14,823 | 3.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 14,823 | 3.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.7 | |
| Total | 14,823 | 3.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Goelzer Investment Management Inc
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|
IN | 3.8 |
|
NWF Advisory Services Inc
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|
CA | 3.8 |
|
Next Financial Group Inc
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|
TX | 3.8 |
|
GWN Securities Inc
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|
FL | 3.7 |
|
NWAM LLC
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|
WA | 3.6 |
|
Simplicity Wealth LLC
✚
|
NJ | 3.6 |
|
Boston Common Asset Management LLC
✚
|
MA | 3.6 |
|
Alera Investment Advisors LLC
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|
IL | 3.6 |
|
Matter LLC
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|
MO | 3.5 |
|
Financial Integrity Advisors LLC
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|
PA | 3.5 |