CP ADVISORS, INC.

CP ADVISORS, INC. of CLINTON, NC is an SEC-registered investment adviser (CRD 111701). Regulatory assets under management: $69.6M.

Registration

• CRD: 111701
• Type: Registered investment adviser
• Location: 403 E. JOHNSON STREET, CLINTON, NC, 28328
• Phone: (910) 490-1118
• Latest filing: 2026-03-11
• Regulatory AUM: $69.6M
• Discretionary AUM: $69.6M
• Clients: 7
• Accounts: 313

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 111701 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search