Overview
Assets Under Management: $131 million
Headquarters: VIRGINIA BEACH, VA
High-Net-Worth Clients: 102
Average Client Assets: $1.0 million
Frequently Asked Questions
CPA INVESTMENT ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116170), CPA INVESTMENT ADVISORS is subject to fiduciary duty under federal law.
CPA INVESTMENT ADVISORS is headquartered in VIRGINIA BEACH, VA.
CPA INVESTMENT ADVISORS serves 102 high-net-worth clients according to their SEC filing dated March 21, 2018. View client details ↓
According to their SEC Form ADV, CPA INVESTMENT ADVISORS offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
CPA INVESTMENT ADVISORS manages $131 million in client assets according to their SEC filing dated March 21, 2018.
According to their SEC Form ADV, CPA INVESTMENT ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 102
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.38%
Average Client Assets: $1.0 million
Total Client Accounts: 290
Discretionary Accounts: 290
Regulatory Filings
CRD Number: 116170
Filing ID: 1183637
Last Filing Date: 2018-03-21 16:04:00