# CPR Investments Inc

> CPR Investments Inc is an SEC-registered investment advisory firm in Rochester, MI, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 28, 2026.

- CRD: 139067
- Filed as: CPR INVESTMENTS INC
- Also doing business as: ADVISOR PORTFOLIOS, CPR ADVISOR PORTFOLIOS, CPR ASSET MANAGEMENT, CPR INVESTMENT MANAGEMENT GROUP, DENK FINANCIAL ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Rochester, MI
- Filing period: October 2026
- Form ADV filing dated: August 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/139067
- AdvisorCensus page: https://advisorcensus.com/firm/cpr-investments-inc-rochester-mi-139067

## Quick answers

**How is CPR Investments Inc compensated?**
On its Form ADV (Item 5.E, October 2026), CPR Investments Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is CPR Investments Inc located?**
CPR Investments Inc's principal office is in Rochester, MI, according to its Form ADV; the September 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is CPR Investments Inc registered with the SEC or a state?**
CPR Investments Inc is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 139067.

**How much does CPR Investments Inc manage?**
CPR Investments Inc reports $238,785,216 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (100% discretionary).

**How have CPR Investments Inc's assets and staff changed since 2021?**
In the Form ADV data for CPR Investments Inc: Regulatory assets under management: $319,707,330 in the October 2021 data and $238,785,216 in the October 2026 data, down 25%. Total employees: 32 in October 2021 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does CPR Investments Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,127); high net worth individuals (38); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Which custodians does CPR Investments Inc use?**
CPR Investments Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Advisor Services, Charles Schwab & Co., Inc. and Nationwide Advisory Services as custodians holding 10% or more of its separately managed account assets.

**Does CPR Investments Inc 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/139067

**Does CPR Investments Inc state an account minimum?**
Its Form ADV Part 2A brochure dated April 30, 2026 says: "CPR does not require a minimum to open an account."

**What changed in CPR Investments Inc's recent Form ADV filings?**
In the September 2026 filing data: Employees performing advisory functions went from 24 to 25.

## 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 April 30, 2026)

- Account minimum: None

> CPR does not require a minimum to open an account.

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

### Custodians (Schedule D, Section 5.K(3))
- Axos Advisor Services
- Charles Schwab & Co., Inc.
- Nationwide Advisory Services

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: $238,785,216
- Discretionary: $238,785,216
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,127 | $155,734,145 |
| High net worth individuals | 38 | $79,080,512 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $3,928,775 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $41,784 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2017 (8 years)
- Employees: 25 total, 25 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, GA, IL, KY, MA, MI, NC, NE, NJ, NY, OH, OR, PA, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Arlington, TX
- Bassett, NE
- Riverside, CA
- Troy, NY

### Websites listed on Form ADV (Item 1.I)
- [advisor-proinvest.com](https://advisor-proinvest.com)
- [arnholtinsurance.com](https://arnholtinsurance.com)
- [cpr-provinvest.com](https://cpr-provinvest.com)
- [cprassetmgmt.com](https://cprassetmgmt.com)
- [cprinvestmentsinc.com](https://cprinvestmentsinc.com)
- [denkfinancialadvisors.com](https://denkfinancialadvisors.com)
- LinkedIn @bobby-burns-mba-ea-6907b911
- LinkedIn @charles-reinhold-1aa708b2
- LinkedIn @christopher-crawford-070b07189
- LinkedIn @gary-lloyd-ii-3360905
- LinkedIn @joeborchers
- LinkedIn @johnrfawcett
- LinkedIn @joseph-b-childrey-994baa7
- LinkedIn @joseph-j-larocca-iv-0b38a5132
- LinkedIn @lance-whitney-054b76130
- LinkedIn @perkinsretirement
- LinkedIn @reza-akbari-7a4364294
- LinkedIn @robert-b-ausdal-jr-a4404712

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $319,707,330 | 32 | August 25, 2021 |
| October 2022 | $406,406,618 | 36 | September 23, 2022 |
| October 2023 | $281,498,182 | 39 | September 5, 2023 |
| October 2024 | $295,234,856 | 35 | August 23, 2024 |
| October 2025 | $213,296,073 | 28 | July 17, 2025 |
| October 2026 | $238,785,216 | 25 | August 28, 2026 |

Regulatory assets under management: $319,707,330 in the October 2021 data and $238,785,216 in the October 2026 data, down 25%.
Total employees: 32 in October 2021 and 25 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 24 to 25.

### May 2026
- Added the business name CPR Investment Management Group.
- Added the business name CPR Asset Management.
- Added the business name Advisor Portfolios.

### April 2026
- No longer lists the business name Valenzuela Financial Management Group.
- Employees performing advisory functions went from 26 to 24.

### February 2026
- Employees performing advisory functions went from 28 to 26.
- Regulatory assets under management went from $213,296,073 to $249,947,404 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CPR Investments Inc (CRD 139067): Form ADV filing data as of October 2026.