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CPC ADVISORS, LLC
ATLANTA, GA
404-879-3000
SEC #801-11913Total AUM
$1.7B
Employees
29Clients
981Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1475 PEACHTREE ST. NE
SUITE 750
ATLANTA
GA 30309
United States
SUITE 750
ATLANTA
GA 30309
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Monday - Friday
Phone
404-879-3000
Other Offices
2
Financials
Total AUM
$1.7B
Accounts
2,588Discretionary
$1.7B
Accounts
2,562Non-Discretionary
$19.9M
Accounts
26
Clients
Individual Clients
829AUM
$892.3M
HNW Individual Clients
105AUM
$640.1M
Pension/Profit Sharing Plan Clients
20AUM
$17.1M
Charitable Organization Clients
6AUM
$18.6M
Corporation or Business Clients
21AUM
$107.4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD-PARTY ADVISORY FEES
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.