CPS INVESTMENT ADVISORS
Firm details
- Headquarters
- LAKELAND, Florida
- CRD number
- 104914
- Registered since
- October 6, 1989
- Website
- cpsinvest.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI58.43%
- Individuals23.82%
- Pension & Profit Sharing Plans12.7%
- Corporations / Businesses2.77%
- Charitable Organizations2.27%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
CPS Investment Advisors is an independent, privately owned registered investment adviser that has been SEC-registered since 1989. The firm serves both individual and family clients as well as institutional accounts, and it charges clients via a mix of asset-based fees and fixed fees. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars and workshops. CPS notes relationships with trust companies, accountants, and insurance firms as part of its referral and service network. The firm was recognized in 2020 by Financial Times (Top 300 RIA Firms) and by FA Magazine (Top RIA Firms).
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities57%
- Public Funds/Mutual Funds26%
- Cash & Cash Equivalents11%
- Private Funds4%
- Non-Investment Grade Corp Bonds2%
Owners & executives
3 of 3PETER GOLOTKO
President, Chief Executive OfficerCRD 3032495
CHRISTOPHER TYNDALL
Managing Member And Chief Compliance OfficerCRD 4029078
PATRICK GAUTHIER
Chief Investment OfficerCRD 5163256
Contacts
3 of 16MICHAEL RISKIN
Vice President, TreasurerCRD 5762338
Richard Bernard
Financial AdvisorCRD 6762344
ANTHONY CORRAO
Financial Planning DirectorCRD 6085594
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$517M in ETFs
81%
$418M
19%
$98.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $57.4M | 87,812 | 11.10% |
Location
LAKELAND, FL
POLK
Location
LAKELAND, FL
Headquartered in LAKELAND, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- POLK
- Address
- 205 E Orange St
- Time zone
- ET (UTC-5)
- Office locations
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