AdvisorCensus / Financial advisors / Missouri / Kansas City / CPC Management, LLC
CPC Management, LLC is an SEC-registered investment advisory firm in Kansas City, MO, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.
Quick answers
From the filingHow is CPC Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), CPC Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is CPC Management, LLC located?
CPC Management, LLC's principal office is in Kansas City, MO, according to its Form ADV.
Is CPC Management, LLC registered with the SEC or a state?
CPC Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313413.
How much does CPC Management, LLC manage?
CPC Management, LLC reports $428,027,880 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).
How have CPC Management, LLC's assets and staff changed since 2021?
In the Form ADV data for CPC Management, LLC: Regulatory assets under management: $190,452,000 in the October 2021 data and $428,027,880 in the October 2026 data, up 125%. Total employees: 11 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does CPC Management, LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).
Does CPC Management, 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/313413
Does CPC Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 30, 2026 says: "The required minimum amount for investment in CPC is $5,000,000 provided that capital commitments for lesser amounts may be accepted by the Board in its discretion"
What changed in CPC Management, LLC's recent Form ADV filings?
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).
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
- Performance-based fees
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 2AAccount minimum: $5,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The required minimum amount for investment in CPC is $5,000,000 provided that capital commitments for lesser amounts may be accepted by the Board in its discretion
As stated in the firm's Form ADV Part 2A brochure dated March 30, 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$428,027,880 as of October 2026, filing dated October 1, 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- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 16. Performing investment advisory functions: 16.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
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 | $428,027,880 | 16 | October 1, 2026 |
| October 2025 | $513,705,044 | 20 | May 19, 2025 |
| October 2024 | $454,190,189 | 22 | July 31, 2024 |
| October 2023 | $425,236,961 | 19 | May 3, 2023 |
| October 2022 | $228,852,000 | 15 | March 30, 2022 |
| October 2021 | $190,452,000 | 11 | September 7, 2021 |
Regulatory assets under management: $190,452,000 in the October 2021 data and $428,027,880 in the October 2026 data, up 125%.
Total employees: 11 in October 2021 and 16 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- June 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Employees performing advisory functions went from 20 to 16.
- Regulatory assets under management went from $513,705,044 to $428,027,880 (-17%).
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 Management, LLC (CRD 313413): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/cpc-management-llc-kansas-city-mo-313413