# CDP FINANCIAL GROUP, LLC

CDP FINANCIAL GROUP, LLC of LITTLETON, CO is an SEC-registered investment adviser.

## Registration

- CRD: 155725
- Type: SEC-registered investment adviser
- SEC file number: 801-135676
- Location: 26 W. DRY CREEK CIRCLE, SUITE 460, LITTLETON, CO, 80120
- Phone: 303-794-0706
- Latest filing: 2026-03-25
- Regulatory AUM: $100.5M
- Discretionary AUM: $100.5M
- Clients: 2
- Accounts: 257

## Business model

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

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Brian Joseph Perkins | OWNER/MANAGING MEMBER/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155725/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155725/similar
- Related entities: https://search.stillhousedata.com/firm/155725/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155725

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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.