{
  "crd_number": 111025,
  "slug": "cpc-advisors-llc-atlanta-ga-111025",
  "primary_business_name": "CPC ADVISORS, LLC",
  "legal_name": "CPC ADVISORS, LLC",
  "dbas": [
    "CPC ADVISORS"
  ],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1976-08-06",
  "years_registered": 50,
  "period": "2026-10-01",
  "filing_date": "2026-09-09",
  "carried_forward": false,
  "raum_total": 1675441642.0,
  "raum_discretionary": 1655567412.0,
  "raum_non_discretionary": 19874230.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 30,
  "advisory_employees": 16,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 18635533.0,
      "count": 6
    },
    "individuals": {
      "raum": 892299223.0,
      "count": 829
    },
    "pension_profit_sharing": {
      "raum": 17063746.0,
      "count": 20
    },
    "high_net_worth_individuals": {
      "raum": 640079807.0,
      "count": 105
    },
    "corporations_other_businesses": {
      "raum": 107363333.0,
      "count": 21
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "FL",
    "GA",
    "IL",
    "IN",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MS",
    "MT",
    "NC",
    "NJ",
    "NV",
    "NY",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://cpcadvisors.com",
    "https://linkedin.com/company/cpcadvisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111025",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/cpc-advisors-llc-atlanta-ga-111025",
  "display_name": "CPC Advisors, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. CPC Advisors, LLC (CRD 111025): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is CPC Advisors, LLC compensated?",
      "a": "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."
    },
    {
      "q": "How much does CPC Advisors, LLC charge?",
      "a": "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."
    },
    {
      "q": "Where is CPC Advisors, LLC located?",
      "a": "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)."
    },
    {
      "q": "Is CPC Advisors, LLC registered with the SEC or a state?",
      "a": "CPC Advisors, LLC is an SEC-registered investment advisory firm, registered since 1976. Status as filed: Approved. CRD 111025."
    },
    {
      "q": "How much does CPC Advisors, LLC manage?",
      "a": "CPC Advisors, LLC reports $1,675,441,642 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (99% discretionary)."
    },
    {
      "q": "How have CPC Advisors, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does CPC Advisors, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does CPC Advisors, LLC use?",
      "a": "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."
    },
    {
      "q": "Does CPC Advisors, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in CPC Advisors, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 17 to 16."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 785098424.0,
      "total_employees": 15,
      "filing_date": "2021-04-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1228197990.0,
      "total_employees": 28,
      "filing_date": "2022-09-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1586570445.0,
      "total_employees": 31,
      "filing_date": "2023-05-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1575607175.0,
      "total_employees": 37,
      "filing_date": "2024-07-31"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2095480549.0,
      "total_employees": 36,
      "filing_date": "2025-05-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1675441642.0,
      "total_employees": 30,
      "filing_date": "2026-09-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 17 to 16."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Added an office in Dalton, GA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 24 to 22.",
        "Changed its legal name from Consolidated Planning Corporation to CPC Advisors, LLC."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "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)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.75% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $500 to $20,000 (financial planning services)",
      "Hourly rate: $275 an hour (financial planning services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Portfolio management fees are individually tailored to each client and do not exceed 1.75% annually."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $20,000 (financial planning services)"
        ],
        "quotes": [
          "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"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $275 an hour (financial planning services)"
        ],
        "quotes": [
          "Additionally, we are able to provide financial planning services based on our hourly rate of $275."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.75,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 20000.0,
          "period": "one_time",
          "service": "financial planning services"
        },
        {
          "kind": "hourly",
          "amount": 275.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "Portfolio management fees are individually tailored to each client and do not exceed 1.75% annually.",
      "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",
      "Additionally, we are able to provide financial planning services based on our hourly rate of $275."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Raymond James & Associates, Inc.",
      "name_as_filed": "RAYMOND JAMES & ASSOCIATES, INC.",
      "affiliated": false
    },
    {
      "name": "Raymond James Trust Company of NH",
      "name_as_filed": "RAYMOND JAMES TRUST COMPANY OF NH",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/cpc-advisors-llc-atlanta-ga-111025.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 829,
      "fewer_than_5": false,
      "raum": 892299223.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 105,
      "fewer_than_5": false,
      "raum": 640079807.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 20,
      "fewer_than_5": false,
      "raum": 17063746.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 6,
      "fewer_than_5": false,
      "raum": 18635533.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 21,
      "fewer_than_5": false,
      "raum": 107363333.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111025",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}