# CPA INVESTMENT SOLUTIONS, LLC

CPA INVESTMENT SOLUTIONS, LLC of YARDLEY, PA is an SEC-registered investment adviser.

## Registration

- CRD: 108317
- Type: SEC-registered investment adviser
- SEC file number: 801-58133
- Location: 1002 FLORAL VALE BLVD, YARDLEY, PA, 19067
- Phone: 215-497-5050
- Latest filing: 2015-03-31
- Regulatory AUM: $38.1M
- Discretionary AUM: $29.3M
- Non-discretionary AUM: $8.8M
- Clients: 5
- Accounts: 92

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Benjamin P Harris | MANAGING MEMBER | New York, NY |
| CASTELLON PAUL FRANK | CEO, SECRETARY, DIRECTOR; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
| ALVARE THOMAS NEMESIO | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; MEMBER | — |
| ALVARE THOMAS | PRESIDENT, TREASURER | — |
| SOBEL MARK NMN | MANAGING MEMBER | — |
| POLANS ROBERT NEIL | MANAGING MEMBER; MEMBER | — |
| BRAUN STEVEN ALLEN | MANAGING MEMBER; MEMBER | — |
| SOBEL MARK | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108317/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108317/similar
- Related entities: https://search.stillhousedata.com/firm/108317/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108317

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.