CPA GROUP INVESTMENT MANAGEMENT, LLC

Overview

CPA Group Investment Management, LLC is an independent registered investment adviser that serves individuals, families and small businesses with financial planning and portfolio management. The firm operates as a boutique RIA with a client base centered on personal and family relationships rather than large institutional mandates. Its business model blends discretionary portfolio management with financial planning work billed either as a percentage of assets under management or on an hourly basis. Industry affiliation with accounting professionals suggests the firm frequently coordinates tax and planning considerations alongside investment decisions. Investment activity shows a clear preference for pooled public vehicles—chiefly mutual funds and other public funds—rather than concentrated single-stock strategies or heavy direct alternatives exposure. The firm manages most client relationships on a discretionary basis and appears to construct diversified, fund-centric portfolios appropriate for individual and family investors who prefer outsourced management and professional planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices