Cpr Investments Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Rochester, MI. Its latest Form ADV filing, dated April 30, 2026, reports $239M in regulatory assets under management, 24 employees, 15 offices, and 1,954 accounts.
Assets Under Management
$239M
Employees
24
Offices
15 offices
Total Clients
1,172
Primary office
ROCHESTER, MI
1600 PARKDALE ROAD, SUITE 201, ROCHESTER, MI, United States
Top client segmentIndividuals represent 96.2% of total clients.
Top client categories% of clientsClients
1
Individuals
96.2%
1,127
2
HNWI
3.2%
38
3
Pension Plans
0.4%
5
4
Corporations
0.2%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$239Mas of April 30, 2026
Discretionary100.0%
$239M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$239M
Total Accounts1,954
10Y AUM Change+$156M (+187.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee49:1
10Y Employee Change+3 (+14.3%)
* 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.