# Cpasset Management, Inc.

> Cpasset Management, Inc. is a state-registered investment advisory firm, registered since 1997, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 129305
- Filed as: CPASSET MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129305
- AdvisorCensus page: https://advisorcensus.com/firm/cpasset-management-inc-129305

## Quick answers

**How is Cpasset Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Cpasset Management, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Cpasset Management, Inc. registered with the SEC or a state?**
Cpasset Management, Inc. is a state-registered investment advisory firm, registered since 1997. Status as filed: APPROVED. CRD 129305.

**How much does Cpasset Management, Inc. manage?**
Cpasset Management, Inc. reports $29,766,821 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**What types of clients does Cpasset Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (11).

**Does Cpasset Management, 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/129305

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $29,766,821
- Discretionary: $29,766,821
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 11 | $29,766,821 |

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

### Firm details
- Registered since: 1997 (29 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cpasset Management, Inc. (CRD 129305): Form ADV filing data as of October 2026.