CPA INVESTMENT SOLUTIONS, INC.

CPA INVESTMENT SOLUTIONS, INC. of SARASOTA, FL is an SEC-registered investment adviser (CRD 144888). Regulatory assets under management: $49.2M.

Registration

• CRD: 144888
• Type: Registered investment adviser
• Location: 7250 KYLE COURT, SARASOTA, FL, 34240
• Phone: 941-923-1831
• Latest filing: 2026-03-16
• Regulatory AUM: $49.2M
• Discretionary AUM: $49.2M
• Clients: 1
• Accounts: 155

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 144888 on SEC IAPD (source of record)
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