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| Keyboard |
| CPR Investments Inc
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|---|---|
| CRD # | 139067 |
| SEC # | 801-112038 |
| CIK # | 0001775053 |
| AUM | 238.8 M (2026-04-30) |
| Employees | 24 (100% Investors, 21% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-213-1164 |
| Address | 1600 Parkdale Road Rochester, MI 48307 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 7.5 | ||
| Valkyrie Bitcoin Fund | 2.6 | ||
| iShares Silver Trust | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,127 | 155.7 |
| (b) Individuals (high net worth individuals) | 38 | 79.1 |
| (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 | 5 | 3.9 |
| (h) Charitable organizations | 0 | 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 | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,954 | 238.8 |
| By Discretionary | ||
| Discretionary | 1,954 | 238.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,954 | 238.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 238.8 | |
| Total | 1,954 | 238.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001775053] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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