CPA ASSET MANAGEMENT GROUP, LLC of WEST PALM BEACH, FL is an SEC-registered investment adviser (CRD 107833). Regulatory assets under management: $619.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Mark Bradley Elhilow | PRESIDENT/MANAGING MEMBER; PRESIDENT/SECRETARY/MANAGING MEMBER | — |
| Ronald Gregory Smith | VICE PRESIDENT/MANAGING MEMBER | — |
| Hillary Kaitland Knotts | CHIEF COMPLIANCE OFFICER; SECRETARY/CHIEF COMPLIANCE OFFICER/MEMBER | — |
| James Wesley Johnson | MEMBER | — |
| Bethany Amber Evans | CHIEF FINANCIAL OFFICER/MEMBER | — |
| SMITH M GREGORY | VICE PRESIDENT/MANAGING MEMBER | — |
| HOLT EDWARD THOMAS | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER; CHIEF EXECUTIVE OFFICER/MANAGING MEMBER; PRESIDENT | — |
| ELHILOW MARK BRADLEY | PRESIDENT/SECRETARY/MANAGING MEMBER; PRESIDENT/SECRETARY/MANAGING MEMBER/CCO; PRESIDENT/SECRETARY/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| HENDRIX ROBERT WAYNE | MEMBER; SECRETARY | — |
| SMITH RONALD | DIRECTOR OF RESEARCH; VP EQUITY RESEARCH & MANAGEMENT/MEMBER; VP EQUITY RESEARCH; MEMBER | — |
| ELHILOW MARK | PRESIDENT; SECRETARY; MANAGING MEMBER; PRESIDENT/SECRETARY/MANAGING MEMBER; VICE PRESIDENT | — |
| SMITH HILLARY KAITLAND | CHIEF COMPLIANCE OFFICER | — |
| KNOTTS HILLARY KAITLAND | CHIEF COMPLIANCE OFFICER | — |