# CPA GROUP INVESTMENT MANAGEMENT, LLC

CPA GROUP INVESTMENT MANAGEMENT, LLC of PANAMA CITY, FL is an SEC-registered investment adviser.

## Registration

- CRD: 114383
- Type: SEC-registered investment adviser
- SEC file number: 801-60572
- Location: 501 WEST 19TH STREET, PANAMA CITY, FL, 32405
- Phone: 850-769-9491
- Latest filing: 2026-03-13
- Regulatory AUM: $41.0M
- Discretionary AUM: $38.7M
- Non-discretionary AUM: $2.3M
- Clients: 2
- Accounts: 145

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| MARLER JERRY KEITH | MANAGING MEMBER; MANAGING PARTNER | — |
| CHASTAIN CURTIS LORENZO | MANAGING MEMBER; MANAGING PARTNER; PARTNER | — |
| GARNER JIMMY LEE | MANAGING MEMBER; MANAGING PARTNER; PARTNER | — |
| TIPTON DAVID CLARK | MANAGING MEMBER; MANAGING PARTNER | — |
| GUSMUS DOUGLAS MARK | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | — |
| HACHMEISTER TONI DARLENE | MANAGING PARTNER | — |
| JOHNSON KEITH RAYMOND | PARTNER | — |
| NOBLE WILLIAM GREGG | PARTNER | — |
| ADKINS THOMAS MICHAEL | PARTNER | — |
| JACKSON RONALD EDWARD | MANAGING PARTNER | — |
| GUND THEODORE GERARD | PARTNER | — |
| MASSEY WILLIAM DAVID | PARTNER | — |
| GUND CHARLES FREDERICK | MANAGING PARTNER | — |
| BOTTS NATHAN OLLIE | PARTNER | — |
| ARONSON KATHLEEN | PARTNER | — |
| MAJOR HAROLD L | MANAGING PARTNER | — |
| SPEED JAMES | PARTNER | — |
| MCKEAN EDMUND WALTER | MANAGING PARTNER | — |
| BROUGHTON DOLORES ANN | PARTNER | — |
| NOBLE W | PARTNER | — |
| NOBLE WILLIAM GREG | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114383/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114383/similar
- Related entities: https://search.stillhousedata.com/firm/114383/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114383

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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.