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Firm profile

Cpr Investments Inc.

ROCHESTER, MICRD 139067Latest ADV April 30, 2026

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOCharles P. Reinhold
CCOCharles P. Reinhold

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.