CPC Advisors, LLC logo

CPC Advisors, LLC

Updated today

Client assets under management

$1,532,379,030

Clients

934

11% high-net worth

Advisors

17

of 29 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

55

Typical

Average account size

$1,640,663

About

CPC Advisors provides financial planning and portfolio management to individuals—including high-net-worth clients—along with trusts, pension and profit‑sharing plans, charitable organizations, and other business entities. The firm offers both comprehensive and modular planning, discretionary and non‑discretionary portfolio management, and access to wrap‑fee Ambassador accounts and third‑party money managers.

The firm’s investment process emphasizes model portfolios and asset allocation consistent with Modern Portfolio Theory, with recommendations primarily in mutual funds, equities, and ETFs and an emphasis on long‑term purchases. Accounts are monitored on an ongoing basis with formal reviews at least annually, and the firm may allocate client assets to sub‑advisors or third‑party managers and to Raymond James’ Ambassador wrap program depending on client objectives.

CPC Advisors’ brochure discloses several features that distinguish it from many peers: it notes the firm’s recent conversion and ownership transition to an employee‑owned holding company, it discloses continued compensation to certain third‑party promoters for previously referred accounts despite discontinuing new referral arrangements, and it explicitly states the firm uses testimonials in its advertising — a practice relatively uncommon among comparable multi‑team advisers.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Negotiable fixed fees from $500 to $20,000 for financial planning; up to $100,000 for complex plans

Commissions

Registered representatives receive commissions from purchase, sale, or holding of securities; insurance agents receive commissions from insurance products

Project-based

Hourly rate of $275 for financial planning services

Subscriptions

Annual retainer services with quarterly fees determined case-by-case based on scope and complexity

Other

Account minimum: $25,000 Fee-only: Financial planning services fixed fee ranging from $500 to $20,000, up to $100,000 for highly complex plans; hourly rate of $275; annual retainer fees charged quarterly based on scope and complexity, negotiated case-by-case

Main office location

CPC Advisors, LLC

1475 Peachtree St. Ne, Suite 750

Atlanta GA 30309, United States

Number of offices

3

Most active in

Alabama · Arizona · California · Colorado · Connecticut · District of Columbia · Florida · Georgia · Illinois · Indiana · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Mississippi · Montana · Nevada · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Joshua V

CFP®, Series 63, Series 66

Atlanta, GA

CPC Advisors, LLC

Joshua Voisine is a CFP® professional at CPC Advisors, LLC with 10 years of industry experience. He has worked at Ameris Bank Wealth Management, Curi Capital, Curi RMB Capital, and Raymond James Financial Services. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a model-driven investment approach emphasizing asset allocation and uses third-party managers and the Raymond James institutional platform for execution and custody.

College savings (529s, UTMA, etc.) Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Patricia H

Series 66

Woodstock, GA

CPC Advisors, LLC

Patricia Hayton is a financial advisor with CPC Advisors, LLC, holding a Series 66 designation and over 23 years of industry experience. Her career includes roles at Raymond James Financial Services and Wells Fargo Advisors, along with 15 years at J Thompson Ross Investments. She also serves as Operations Manager for CPC Advisors. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes asset allocation and model-driven strategies, utilizing third-party managers and the Raymond James institutional platform to manage approximately $2.1 billion in client assets.

College savings (529s, UTMA, etc.) Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Varun M

Series 66

Atlanta, GA

CPC Advisors, LLC

Varun Marneni is a financial advisor with CPC Advisors, LLC in Atlanta, GA, holding a Series 66 credential and 14 years of industry experience. He has worked at Consolidated Planning Corp and Raymond James Financial Services since 2011. Marneni recently obtained an insurance license and may recommend approved insurance products as part of financial planning. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, and businesses. The firm employs a model-driven investment approach focused on asset allocation and uses third-party managers and the Raymond James institutional platform for execution and custody.

College savings (529s, UTMA, etc.) Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Daren S

Series 66

Woodstock, GA

CPC Advisors, LLC

Daren Sexton is a financial advisor at CPC Advisors, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked previously at firms including Raymond James Financial Services and Wells Fargo Advisors Financial Network. Sexton also assists in daily operations and portfolio management at Consolidated Planning Corporation. CPC Advisors serves a diverse client base including individuals, trusts, pension plans, charitable organizations, and business entities. The firm employs a model-driven investment approach focused on asset allocation and long-term strategies, utilizing third-party managers and the Raymond James institutional platform.

College savings (529s, UTMA, etc.) Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Brooks G

CFA®, Series 66

Atlanta, GA

CPC Advisors, LLC

Brooks Garrett is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He has worked at CPC Advisors, LLC and Raymond James Financial Services, Inc. since 2021 and previously was employed at Aflac Inc. Garrett also serves as a Senior Research Associate at Consolidated Planning Corporation. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a model-driven investment approach focused on asset allocation and long-term strategies, managing approximately $2.1 billion in client assets across 17 advisors.

College savings (529s, UTMA, etc.) Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Krista P

Series 66

Atlanta, GA

CPC Advisors, LLC

Krista Pritchett is a financial advisor at CPC Advisors, LLC with two years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2023. Outside of her advisory role, she is the owner of Pritchett Enterprises LLC, where she is involved in foreclosure research and business planning. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm’s investment approach focuses on asset allocation and model-driven strategies using third-party managers and the Raymond James institutional platform.

College savings (529s, UTMA, etc.) Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Trevor T

CFP®, Series 66

Atlanta, GA

CPC Advisors, LLC

Trevor Thompson is a CFP® certificant with 19 years of industry experience, currently serving as a financial planner at CPC Advisors, LLC in Atlanta, GA. He has worked at CPC Advisors since 2017 and previously spent a decade at GV Atlanta Inc. In addition to his advisory role, he is employed as a financial planner at Consolidated Planning Corporation. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, and businesses. The firm manages approximately $2.1 billion in client assets through a team of 17 advisors, employing a model-driven investment approach focused on asset allocation and long-term strategies.

College savings (529s, UTMA, etc.) Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Michael M

CFP®, Series 63, Series 65

Atlanta, GA

CPC Advisors, LLC

Michael Mccool is a CFP® professional with 24 years of industry experience, currently serving at CPC Advisors, LLC in Atlanta, GA. He has been affiliated with Raymond James Financial Services since 2007 and Consolidated Planning Corp since 2011. Outside of his advisory role, he serves as a board member and officer at Atlanta Ronald McDonald House Charities, where he participates on the finance and investment committee and chairs the development committee. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, and business entities. The firm employs a model-driven investment approach focused on asset allocation and long-term strategies, managing approximately $2.1 billion in client assets across a team of 17 advisors.

College savings (529s, UTMA, etc.) Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

David H

Series 63, Series 66

Atlanta, GA

CPC Advisors, LLC

David Hunter is a financial advisor at CPC Advisors, LLC in Atlanta, GA, with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at CPC Advisors since 2016, with prior experience at Raymond James and Raymond James and Associates dating back to 2011. Outside of advisory work, he serves as CIO for CPC Holding Company, LLC. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, and business entities. The firm employs a model-driven investment approach focused on asset allocation and long-term strategies, managing approximately $2.1 billion in client assets across a team of 17 advisors.

College savings (529s, UTMA, etc.) Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Sarah W

Series 66

Atlanta, GA

CPC Advisors, LLC

Sarah Walker is a financial advisor at CPC Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise Financial Services and First Allied Advisory Services. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a model-driven investment approach focused on asset allocation and long-term strategies, managing approximately $2.1 billion in client assets across a team of 17 advisors.

College savings (529s, UTMA, etc.) Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Adele G

CFP®, CFA®, Series 63

Atlanta, GA

CPC Advisors, LLC

Adele Gipson is a CFP® and CFA® with 19 years of industry experience. She is currently with CPC Advisors, LLC in Atlanta, GA, where she has worked since 2008, and also serves at Raymond James Financial Services Advisors Inc. since 2019. Gipson is a board member on the Finance Committee of the Georgia Campaign for Adolescent Power & Potential. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a model-driven investment approach focused on asset allocation and long-term strategies, supported by a team of 17 advisors managing approximately $2.1 billion in client assets.

College savings (529s, UTMA, etc.) Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Nicholas H

Series 66

Atlanta, GA

CPC Advisors, LLC

Nicholas Hughes is a financial advisor at CPC Advisors, LLC in Tampa, FL, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at Raymond James Financial Services, Edward Jones, and Bank of America. Outside of advising, he serves as Vice President of Operations for CPC Holding Company, LLC. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm’s investment approach emphasizes asset allocation and model-driven strategies, utilizing third-party managers and the Raymond James institutional platform to manage approximately $2.1 billion in client assets.

College savings (529s, UTMA, etc.) Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Kyleigh C

Series 66

Atlanta, GA

CPC Advisors, LLC

Kyleigh Cobett is a financial advisor at CPC Advisors, LLC in Tampa, FL, holding a Series 66 designation with three years of industry experience. She has worked with Raymond James Financial Services and Consolidated Planning Corporation, where she served as a Relationship Manager and Associate Advisor. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, and businesses. The firm employs a model-driven investment approach focused on asset allocation and uses third-party managers and model portfolios to support portfolio management.

College savings (529s, UTMA, etc.) Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Blake F

CFP®, Series 63

Atlanta, GA

CPC Advisors, LLC

Blake Flood is a CFP® professional with 30 years of experience in the financial services industry. He is currently with CPC Advisors, LLC and has held roles at Raymond James Financial Services Advisors Inc. since 1998. Outside of his advisory work, he serves as president of Blake A. Flood Inc., a support company, and is a partner in CPC Holding Company, LLC. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs model-driven asset allocation strategies and primarily advises on mutual funds, equities, and ETFs, managing approximately $2.1 billion in client assets across a team of 17 advisors.

College savings (529s, UTMA, etc.) Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Gregory P

Series 63, Series 66

Atlanta, GA

CPC Advisors, LLC

Gregory Phillips is a financial advisor with CPC Advisors, LLC in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at several firms, including Raymond James Financial Services, Inc. since 2019. Outside of advisory duties, he serves as Director of Compliance at CPC Advisors. CPC Advisors offers investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a model-driven investment approach emphasizing asset allocation and utilizes third-party managers and the Raymond James institutional platform for execution and custody.

College savings (529s, UTMA, etc.) Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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