Investment adviser · CRD 116170
CPA INVESTMENT ADVISORS
Investment adviser filing (IA)
CPA INVESTMENT ADVISORS, L.L.C.
VIRGINIA BEACH, VA, United States · Form ADV filed Mar 22, 2022
- Regulatory AUM
- $278M Form ADV · Item 5.F
- Client accounts
- 418 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 156 | $254,598,252 | 91.4% |
| Individuals | 78 | $18,585,583 | 6.7% |
| Charities | Fewer than 5 | $3,219,043 | 1.2% |
| Other clients | Fewer than 5 | $2,009,258 | 0.7% |
Filing source
Form ADV 1624907 · Mar 22, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 22, 2022. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
5544 GREENWICH ROAD, SUITE 107VIRGINIA BEACH, VA, 23462, United States
CRD 116170
Filing source
Form ADV 1624907 · Mar 22, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.