CPC Advisors, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 111025
- Registered since
- August 6, 1976
- Website
- www.cpcadvisors.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., RAYMOND JAMES TRUST COMPANY OF NH
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals53.26%
- HNWI38.2%
- Corporations / Businesses6.41%
- Charitable Organizations1.11%
- Pension & Profit Sharing Plans1.02%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
CPC Advisors, LLC is an independent registered investment adviser and capital allocator that has been registered with the SEC since 1976. The firm serves both individual and family clients as well as institutional investors, providing financial planning, portfolio management for individuals and small businesses, and manager selection services. Its fee schedule is mixed — percentage of AUM supplemented by hourly and fixed-fee arrangements and other billing structures. CPC advises using third‑party managers and acts as a capital allocator rather than running a single-house proprietary product line. The firm is not an active ESG investor. CPC Advisors was included in the Financial Times’ Top 300 RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities12%
- Cash & Cash Equivalents4%
- State & Local Bonds3%
- Non-Exchange Traded Equities2%
Owners & executives
2 of 2
David Hunter
Chief Investment OfficerCRD 5308154
Varun Marneni
President, CEOCRD 5986060
Contacts
3 of 15
Adele Gipson
Executive Vice PresidentCRD 5175273
Michael Mccool
Senior Wealth AdvisorCRD 4408105
Geri Lanning
Senior Wealth AdvisorCRD 7070409
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 81Active vs passive
$574M in ETFs
28%
$158M
72%
$416M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| T ROWE PRICE CAPITAL APPRECIATION EQUITY ETF (TCAF) | T. Rowe Price | Active | Large Blend | $75.9M | 1,794,991 | 13.21% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 1475 Peachtree St Ne
- Time zone
- ET (UTC-5)
- Office locations
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