CP Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$69,563,889
Total clients
178
17% high-net worth
Total advisors
5
of 7 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
36
Average account size
$390,808
About
CP Advisors, Inc. serves individual investors (including high‑net‑worth clients), small businesses, trusts, and estates through financial planning, ongoing portfolio management, and project‑based consulting. The firm reports managing roughly $69.6 million in client assets and provides both discretionary and non‑discretionary advisory arrangements while tailoring services to individual client objectives.
The firm’s investment process is goal‑driven and combines strategic and tactical asset allocation, with portfolios built from mutual funds, ETFs, individual equities and bonds and, on occasion, alternative structures. Research and trading draw on a mix of fundamental, technical, cyclical and charting analysis, and clients may impose reasonable investment restrictions that the firm will accommodate within the agreed strategy.
In contrast with many peers, several senior professionals at the firm are licensed CPAs and maintain accounting practices that provide tax planning and compliance services, and those services are made available to clients though not required. The advisory team also includes personnel with insurance licenses (who are prohibited from selling insurance to firm clients), a combination of credentials and outside activities that may give the firm a more integrated tax‑and‑planning orientation than is typical for similarly sized advisory teams.
Client services
Expertise
Fee options
Minimum flat fee of $3,000 for comprehensive financial plans; consulting fees up to $2,500
$0 - $100,000: Negotiable; minimum annual fee $1,000 may apply $100,000+: Up to 1.00% annually, individually determined
Up to $500 per hour for financial planning and consulting services
Account minimum: $100,000 Minimum fee: Minimum annual fee of $1,000 for clients with assets under $100,000 Fee-only: Fees based on assets under management and hourly or fixed fees for financial planning and consulting services
Main office location
CP Advisors, Inc.
403 E. Johnson Street
Clinton NC 28328, United States
Number of offices
2
Most active in
North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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