CDP FINANCIAL GROUP, LLC

Overview

CDP Financial Group, LLC is an independent registered investment adviser that works primarily with individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and acts as a capital allocator by selecting third‑party managers when appropriate. Its fee arrangements include percentage‑of‑assets, hourly charges and fixed fees, allowing flexible billing for different client needs. Investment activity is centered on pooled public vehicles for core exposure and selective allocations to external alternative managers for real estate. CDP Financial Group prefers to implement client portfolios using public mutual funds and separately managed account (SMA) structures rather than concentrating on direct single‑name equity positions. The firm does not position itself as an ESG‑focused manager and is not operating as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices