CP ADVISORS, INC.

Overview

CP Advisors, Inc. is an independent registered investment adviser that serves individuals and families, with an owner-operated structure. The firm combines portfolio management and financial planning for individuals and small businesses and also operates as an insurance broker, so insurance products are part of its client solutions. Its advisory model is fee-based with a mix of percentage-of-AUM, hourly and fixed-fee engagements, and it manages client assets on a discretionary basis. Investment activity is centered on pooled public funds and mutual funds as the primary vehicle for market exposure, supplemented by separate managed accounts. The firm does not position itself as a capital allocator or fund sponsor; instead it places client capital with third‑party managers for both traditional and alternative exposures. CP Advisors reports it is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices