Cpc Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated April 30, 2026, reports $1.7B in regulatory assets under management, 29 employees, 2 offices, and 2,588 accounts.
Assets Under Management
$1.7B
Employees
29
Offices
2 offices
Total Clients
981
Primary office
ATLANTA, GA
1475 PEACHTREE ST. NE, SUITE 750, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.5% of total clients.
Top client categories% of clientsClients
1
Individuals
84.5%
829
2
HNWI
10.7%
105
3
Corporations
2.1%
21
4
Pension Plans
2.0%
20
5
Charitable
0.6%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of April 30, 2026
Discretionary98.8%
$1.7B
99% of total RAUM98.8%
Non-discretionary1.2%
$20M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.7B
Total Accounts2,588
10Y AUM Change+$1.3B (+296.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee34:1
10Y Employee Change+14 (+93.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.