# CPA Advisory Services, P.C.

> CPA Advisory Services, P.C. is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2000, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 5, 2026.

- CRD: 114170
- Filed as: CPA ADVISORY SERVICES, P.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: June 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/114170
- AdvisorCensus page: https://advisorcensus.com/firm/cpa-advisory-services-p-c-scottsdale-az-114170

## Quick answers

**How is CPA Advisory Services, P.C. compensated?**
On its Form ADV (Item 5.E, October 2026), CPA Advisory Services, P.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is CPA Advisory Services, P.C. located?**
CPA Advisory Services, P.C.'s principal office is in Scottsdale, AZ, according to its Form ADV.

**Is CPA Advisory Services, P.C. registered with the SEC or a state?**
CPA Advisory Services, P.C. is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 114170.

**How much does CPA Advisory Services, P.C. manage?**
CPA Advisory Services, P.C. reports $86,587,890 in regulatory assets under management in its Form ADV filing dated June 5, 2026 (100% discretionary).

**What types of clients does CPA Advisory Services, P.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (113); high net worth individuals (28).

**Does CPA Advisory Services, P.C. 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/114170

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $86,587,890
- Discretionary: $86,587,890
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 113 | $30,239,224 |
| High net worth individuals | 28 | $56,348,666 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2000 (26 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [cpaadvisory.com](https://cpaadvisory.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CPA Advisory Services, P.C. (CRD 114170): Form ADV filing data as of October 2026.