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CPC ADVISORS, LLC
CRD 111025File 801-11913
APPROVED
Retail clients
Custody
Filing as of Sep 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.68B
Top 25% of cohort (national)
Discretionary AUM
$1.66B
Non-discretionary $19.9M
Clients
981
2,588 accounts
Employees
30
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
- Website
- HTTPS://WWW.CPCADVISORS.COM
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 | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 29 | 31 | increased by2 |
| Apr 1, 2026 | Clients | 1,224 | 981 | decreased by243 |
| Apr 1, 2026 | AUM | $2,095,480,549 | $1,675,441,642 | decreased by$420,038,907 |
| Apr 1, 2026 | Accounts | 3,696 | 2,588 | decreased by1,108 |
| Feb 1, 2026 | Employees | 34 | 29 | decreased by5 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 36 | 34 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 28 | 36 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 849 | 1,224 | increased by375 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,228,197,990 | $2,095,480,549 | increased by$867,282,559 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,669 | 3,696 | increased by1,027 |
| May 1, 2022 | Employees | 15 | 28 | increased by13 |
| May 1, 2022 | Custody | No | Yes | |
| May 1, 2022 | Clients | 420 | 849 | increased by429 |
| May 1, 2022 | AUM | $785,098,424 | $1,228,197,990 | increased by$443,099,566 |
| May 1, 2022 | Accounts | 948 | 2,669 | increased by1,721 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CPC ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CPC ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.