|
⚲
|
| Keyboard |
| CPC Advisors LLC
✚
|
|
|---|---|
| CRD # | 111025 |
| SEC # | 801-11913 |
| CIK # | 0001805250 |
| AUM | 1,675.4 M (2026-04-30) |
| Employees | 29 (59% Investors, 72% Brokers) |
| Fees | |
| Minimum | |
| Phone | 404-879-3000 |
| Address | 1475 Peachtree St NE Atlanta, GA 30309 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001805250 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.8 | ||
| Comfort Systems USA Inc | 7.1 | ||
| Verizon Communications Inc | 6.2 | ||
| Caseys General Stores Inc | 6.0 | ||
| Microsoft Corp | 5.7 | ||
| Cardinal Health Inc | 5.5 | ||
| Philip Morris International Inc | 5.4 | ||
| Broadcom Inc | 5.0 | ||
| Goldman Sachs Group Inc | 4.9 | ||
| Cisco Systems Inc | 4.9 | ||
| Nexstar Broadcasting Group Inc | 4.8 | ||
| Amphenol Corp /DE/ | 4.7 | ||
| Amazon Com Inc | 4.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 829 | 0.9 |
| (b) Individuals (high net worth individuals) | 105 | 0.6 |
| (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 | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,588 | 1.7 |
| By Discretionary | ||
| Discretionary | 2,562 | 1.7 |
| Non-Discretionary | 26 | 0.0 |
| Total | 2,588 | 1.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.7 | |
| Total | 2,588 | 1.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001805250] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 9 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Signal Advisors Wealth LLC
✚
|
MI | 1,689.5 M |
|
Wellington Consulting Services Inc
✚
|
VA | 1,689.3 M |
|
Petredis Investment Advisors LLC
✚
|
PA | 1,687.0 M |
|
Nevastar Finance Ltd
✚
|
1,684.6 M | |
|
Patton Albertson Miller Group LLC
✚
|
TN | 1,677.8 M |
|
JM Forbes & Co LLP
✚
|
MA | 1,674.3 M |
|
KMG Fiduciary Partners LLC
✚
|
OH | 1,672.6 M |
|
Cannon Financial Strategists Inc
✚
|
GA | 1,669.8 M |
|
Orange Investment Advisors Inc
✚
|
NY | 1,668.4 M |
|
Northern Trust Securities Inc
✚
|
IL | 1,662.4 M |