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CPR FINANCIAL & INSURANCE SERVICES, INC.

Advisory

PROSPER, TX

Data as of Aug 20, 2026 · Source: SEC Form ADV

Rank in TX

#1,444

of 2,813 advisers by AUM

Average account

$112K

across 875 accounts

AUM per adviser

$24M

4 advisers

Source: SEC Form ADV. Figures as filed Aug 20, 2026.

Total AUM

$98M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$98M

Discretionary AUM$81M

Non-Discretionary AUM$16M

Discretionary %83.2%

Total Clients658

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, FL, LA, TX

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

658 clients

18 high-net-worth

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

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