AdvisorCensus / Financial advisors / Georgia / Atlanta / CPC Advisors, LLC
CPC Advisors, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 1976, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 9, 2026.
Quick answers
From the filingHow is CPC Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), CPC Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.
How much does CPC Advisors, LLC charge?
Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states); Flat fee: $500 to $20,000 (financial planning services); Hourly rate: $275 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is CPC Advisors, LLC located?
CPC Advisors, LLC's principal office is in Atlanta, GA, according to its Form ADV; the October 2026 filing also lists 3 other offices (Schedule D, Section 1.F).
Is CPC Advisors, LLC registered with the SEC or a state?
CPC Advisors, LLC is an SEC-registered investment advisory firm, registered since 1976. Status as filed: Approved. CRD 111025.
How much does CPC Advisors, LLC manage?
CPC Advisors, LLC reports $1,675,441,642 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (99% discretionary).
How have CPC Advisors, LLC's assets and staff changed since 2021?
In the Form ADV data for CPC Advisors, LLC: Regulatory assets under management: $785,098,424 in the October 2021 data and $1,675,441,642 in the October 2026 data, up 113%. Total employees: 15 in October 2021 and 30 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does CPC Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (829); high net worth individuals (105); corporations or other businesses not listed above (21).
Which custodians does CPC Advisors, LLC use?
CPC Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. and Raymond James Trust Company of NH as custodians holding 10% or more of its separately managed account assets.
Does CPC Advisors, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111025
What changed in CPC Advisors, LLC's recent Form ADV filings?
In the October 2026 filing data: Employees performing advisory functions went from 17 to 16.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1.75% of assets a year (the maximum the brochure states)
The brochure's wording
Portfolio management fees are individually tailored to each client and do not exceed 1.75% annually.
Flat fee: $500 to $20,000 (financial planning services)
The brochure's wording
We generally charge a negotiable fixed fee ranging from $500 to $20,000 for financial planning services based on your circumstances and the complexity of the services requested
Hourly rate: $275 an hour (financial planning services)
The brochure's wording
Additionally, we are able to provide financial planning services based on our hourly rate of $275.
As stated in the firm's Form ADV Part 2A brochure dated March 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,675,441,642 as of October 2026, filing dated September 9, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Also doing business as
- CPC ADVISORS
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1976 (50 years)
- Employees
- Total: 30. Performing investment advisory functions: 16.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
3 other offices, as of the October 2026 filing
- States registered or notice-filed
-
31 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,675,441,642 | 30 | September 9, 2026 |
| October 2025 | $2,095,480,549 | 36 | May 20, 2025 |
| October 2024 | $1,575,607,175 | 37 | July 31, 2024 |
| October 2023 | $1,586,570,445 | 31 | May 11, 2023 |
| October 2022 | $1,228,197,990 | 28 | September 1, 2022 |
| October 2021 | $785,098,424 | 15 | April 19, 2021 |
Regulatory assets under management: $785,098,424 in the October 2021 data and $1,675,441,642 in the October 2026 data, up 113%.
Total employees: 15 in October 2021 and 30 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Employees performing advisory functions went from 17 to 16.
- August 2026
- Added an office in Dalton, GA.
- April 2026
- Regulatory assets under management went from $2,095,480,549 to $1,675,441,642 (-20%).
- Added an office in Tampa, FL.
- No longer lists an office in St. Petersburg, FL.
- Updated its list of owners and control persons (Schedule A).
- March 2026
- Updated its list of owners and control persons (Schedule A).
- February 2026
- Employees performing advisory functions went from 22 to 17.
- No longer lists the business name Bellars Harris Wealth Management.
- No longer lists an office in Virginia Beach, VA.
- December 2025
- Employees performing advisory functions went from 24 to 22.
- Changed its legal name from Consolidated Planning Corporation to CPC Advisors, LLC.
- November 2025
- No longer lists the business name CPC Consulting Services.
- No longer lists the business name CPC Impact Investing.
- No longer lists the business name CPC Impact Investments.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. CPC Advisors, LLC (CRD 111025): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/cpc-advisors-llc-atlanta-ga-111025