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CPC ADVISORS, LLC
CRD 111025File 801-11913
APPROVED
Retail clients
Custody
Filing as of Jul 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.68B
Top 25% of cohort (national)
Discretionary AUM
$1.66B
Non-discretionary $19.9M
Clients
981
2,588 accounts
Employees
31
Top 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Aug 6, 1976
- Principal office
- 1475 PEACHTREE ST. NE, SUITE 750, ATLANTA, GA, 30309
- Phone
- 404-879-3000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.68B
- Discretionary AUM
- $1.66B
- Non-discretionary AUM
- $19.9M
- Discretionary accounts
- 2,562
- Non-discretionary accounts
- 26
- Total accounts
- 2,588
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 21 | $107.4M |
| Charitable organizations | 6 | $18.6M |
| High net worth individuals | 105 | $640.1M |
| Pension and profit sharing plans | 20 | $17.1M |
| Individuals (other than high net worth individuals) | 829 | $892.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — THIRD-PARTY ADVISORY FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.