# CPA Investment Solutions, Inc.

> CPA Investment Solutions, Inc. is a state-registered investment advisory firm in Sarasota, FL, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 144888
- Filed as: CPA INVESTMENT SOLUTIONS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sarasota, FL
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/144888
- AdvisorCensus page: https://advisorcensus.com/firm/cpa-investment-solutions-inc-sarasota-fl-144888

## Quick answers

**How is CPA Investment Solutions, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), CPA Investment Solutions, 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 CPA Investment Solutions, Inc. located?**
CPA Investment Solutions, Inc.'s principal office is in Sarasota, FL, according to its Form ADV.

**Is CPA Investment Solutions, Inc. registered with the SEC or a state?**
CPA Investment Solutions, Inc. is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 144888.

**How much does CPA Investment Solutions, Inc. manage?**
CPA Investment Solutions, Inc. reports $49,247,289 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**What types of clients does CPA Investment Solutions, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27); high net worth individuals (13).

**Does CPA Investment Solutions, 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/144888

## 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: $49,247,289
- Discretionary: $49,247,289
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $8,679,332 |
| High net worth individuals | 13 | $40,567,957 |

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

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CPA Investment Solutions, Inc. (CRD 144888): Form ADV filing data as of October 2026.