RIA Intel›Advisers›North Carolina›CP ADVISORS, INC.

CP ADVISORS, INC.

Advisory

CLINTON, NC

Data as of Mar 11, 2026 · Source: SEC Form ADV

Rank in NC

#458

of 516 advisers by AUM

Average account

$222K

across 313 accounts

AUM per adviser

$14M

5 advisers

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM

$70M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

7

Assets Under Management

Total AUM$70M

Discretionary AUM$70M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients178

Team

Total Employees7

Investment Advisers5

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

178 clients

31 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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