# CP Advisors, Inc.

> CP Advisors, Inc. is a state-registered investment advisory firm in Clinton, NC, registered since 2001, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 111701
- Filed as: CP ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Clinton, NC
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/111701
- AdvisorCensus page: https://advisorcensus.com/firm/cp-advisors-inc-clinton-nc-111701

## Quick answers

**How is CP Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), CP Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is CP Advisors, Inc. located?**
CP Advisors, Inc.'s principal office is in Clinton, NC, according to its Form ADV.

**Is CP Advisors, Inc. registered with the SEC or a state?**
CP Advisors, Inc. is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 111701.

**How much does CP Advisors, Inc. manage?**
CP Advisors, Inc. reports $69,563,889 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**What types of clients does CP Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (147); high net worth individuals (31).

**Does CP Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/111701

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $69,563,889
- Discretionary: $69,563,889
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 147 | $28,696,548 |
| High net worth individuals | 31 | $40,867,341 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2001 (25 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- albertsonjones.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CP Advisors, Inc. (CRD 111701): Form ADV filing data as of October 2026.