Cpasset Management, Inc.

Overview

Cpasset Management, Inc. is a small, equity-focused registered adviser that manages discretionary portfolios for individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and runs tailored portfolio management strategies rather than model-only or institutional mandate programs. Investment activity shows a clear preference for exchange-traded equities and ETFs, with portfolio construction centered on publicly traded securities. The adviser does not identify as an active ESG investor and operates under a single-state, individually owned structure with accounting industry ties.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices