CPS Investment Advisors

RIASEC Registered

Total AUM

$2.9B

Discretionary

$2.9B

100% of AUM

Avg account

$392K

Accounts

7,364

Employees

Advisory reps

Firm details

Headquarters: Lakeland, Florida
CRD number: 104914
Registered since: October 6, 1989
Website: cpsinvest.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI58.43%
Individuals23.82%
Pension & Profit Sharing Plans12.7%
Corporations / Businesses2.77%
Charitable Organizations2.27%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

CPS Investment Advisors is an independent, privately owned registered investment adviser organized as a corporation. The firm is registered with the U.S. Securities and Exchange Commission and has been so since 1989. Its client mix includes high-net-worth individuals and families as well as institutional clients. Primary advisory services noted on its filings are financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars and workshops. Compensation is via a mix of percentage-of-AUM fees and fixed fees. CPS does not identify as an active ESG investor. The firm has received industry recognition: it appeared among the Financial Times’ Top 300 RIA Firms in 2020 and was listed by Financial Advisor Magazine among Top RIA Firms in 2020.