CPA ALLIES, LLC

CPA ALLIES, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 286120). This firm reports disciplinary history on Form ADV.

Registration

• CRD: 286120
• Type: Registered investment adviser
• Location: 10 GLENLAKE PARKWAY, ATLANTA, GA, 30328
• Phone: 404-596-8080
• Latest filing: 2026-03-28
• Clients: 1

Business model

Compensation: Hourly, Fixed, Other.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286120 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search