# 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.

- CRD: 111025
- Filed as: CPC ADVISORS, LLC
- Also doing business as: CPC ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111025
- AdvisorCensus page: https://advisorcensus.com/firm/cpc-advisors-llc-atlanta-ga-111025

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states)

> 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)

> 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)

> Additionally, we are able to provide financial planning services based on our hourly rate of $275.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.
- Raymond James Trust Company of NH

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,675,441,642
- Discretionary: $1,655,567,412
- Non-discretionary: $19,874,230

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 829 | $892,299,223 |
| High net worth individuals | 105 | $640,079,807 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 20 | $17,063,746 |
| Charitable organizations | 6 | $18,635,533 |
| Corporations or other businesses not listed above | 21 | $107,363,333 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1976 (50 years)
- Employees: 30 total, 16 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Dalton, GA
- Tampa, FL
- Woodstock, GA

### Websites listed on Form ADV (Item 1.I)
- cpcadvisors.com
- LinkedIn @cpcadvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $785,098,424 | 15 | April 19, 2021 |
| October 2022 | $1,228,197,990 | 28 | September 1, 2022 |
| October 2023 | $1,586,570,445 | 31 | May 11, 2023 |
| October 2024 | $1,575,607,175 | 37 | July 31, 2024 |
| October 2025 | $2,095,480,549 | 36 | May 20, 2025 |
| October 2026 | $1,675,441,642 | 30 | September 9, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CPC Advisors, LLC (CRD 111025): Form ADV filing data as of October 2026.