CPC ADVISORS, LLC

Overview

CPC Advisors, LLC is an independent registered investment adviser organized as an LLC and operating since the mid-1970s. The firm serves both individual and family clients as well as institutional accounts, and describes itself as a capital allocator that also selects third‑party advisers on behalf of clients. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses, with fee arrangements that include a percentage of assets under management, hourly fees, fixed fees and other billing structures. CPC does not identify as an active ESG investor and is not registered as a multi‑state adviser. CPC has received industry recognition: it appeared on the Financial Times’ Top 300 RIA Firms list in 2020. The firm uses a mix of advisory approaches that combine public funds with allocations to external alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices