CPC Advisors, LLC

RIASEC RegisteredEst. 1976
Total AUM
$1.7B
Discretionary
$1.7B
99% of AUM
Avg account
$647K
Accounts
2,588
Employees
31
Advisory reps
17

Firm details

Headquarters
Atlanta, Georgia
CRD number
111025
Registered since
August 6, 1976
Website
www.cpcadvisors.com
Custodians
RAYMOND JAMES & ASSOCIATES, INC., RAYMOND JAMES TRUST COMPANY OF NH
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • Individuals53.26%
  • HNWI38.2%
  • Corporations / Businesses6.41%
  • Charitable Organizations1.11%
  • Pension & Profit Sharing Plans1.02%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

CPC Advisors, LLC is an independent registered investment adviser that combines fee-based wealth management with third-party manager selection. The firm serves individuals, families and institutional clients and bills via a mix of asset-based fees, hourly charges and fixed-fee arrangements. Advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers and managers — the firm identifies itself as a capital allocator. CPC Advisors was recognized on Financial Times’ Top 300 RIA Firms list in 2020. The firm is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 78%, Exchange Traded Equities 12%, Cash & Cash Equivalents 4%, State & Local Bonds 3%, Non-Exchange Traded Equities 2%, US Government Bonds 1%78%
  • Public Funds/Mutual Funds78%
  • Exchange Traded Equities12%
  • Cash & Cash Equivalents4%
  • State & Local Bonds3%
  • Non-Exchange Traded Equities2%

Owners & executives

3 of 3
  • David Hunter

    David Hunter

    Chief Investment OfficerCRD 5308154

  • Varun Marneni

    Varun Marneni

    President, CEOCRD 5986060

  • Gregory Phillips

    Gregory Phillips

    Chief Compliance OfficerCRD 2202424

Contacts

3 of 14
  • Adele Gipson

    Adele Gipson

    Executive Vice PresidentCRD 5175273

  • Michael Mccool

    Michael Mccool

    Senior Wealth AdvisorCRD 4408105

  • Geri Lanning

    Geri Lanning

    Senior Wealth AdvisorCRD 7070409

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 147

Active vs passive

$1.2B in ETFs

Passive

32%

$375M

Active

67%

$789M

ETFProviderStyleCategoryValueShares% of portfolio
T ROWE PRICE CAPITAL APPRECIATION EQUITY ETF (TCAF)T. Rowe PriceActiveLarge Blend$74.6M1,815,8416.42%
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Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
1475 Peachtree St Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth