# CPA Allies, LLC

> CPA Allies, LLC is a state-registered investment advisory firm in Atlanta, GA, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated March 28, 2026.

- CRD: 286120
- Filed as: CPA ALLIES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286120
- AdvisorCensus page: https://advisorcensus.com/firm/cpa-allies-llc-atlanta-ga-286120

## Quick answers

**How is CPA Allies, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), CPA Allies, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is CPA Allies, LLC located?**
CPA Allies, LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is CPA Allies, LLC registered with the SEC or a state?**
CPA Allies, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286120.

**Does CPA Allies, LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/286120

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(1): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/286120

### Websites listed on Form ADV (Item 1.I)
- cpaallies.com
- Facebook @cpaallies
- LinkedIn @jeff-morris
- X @cpaallies

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CPA Allies, LLC (CRD 286120): Form ADV filing data as of October 2026.