CPA Advisory Services, P.C.

Overview

CPA Advisory Services, P.C. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves primarily individuals and families and combines fee models that include a percentage of assets under management and hourly charges. Its service mix, as reported in filings, centers on financial planning and portfolio management for individuals, small businesses, and institutional/business clients, and it lists pension consulting among its advisory activities. The firm does not position itself as a capital allocator, is not active in ESG investing, and is not identified as a multi-state adviser. Industry affiliation is listed as accountant, suggesting a close tie to tax and accounting expertise in its client work.

Assets & Accounts

Public Holdings

Investments & Alternatives