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C2P CAPITAL ADVISORY GROUP, LLC, CRD 156480
WESTLAKE, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
Dated 2026-09-11 (filing); first seen by DFX 2026-09-19.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| DAVID MATTHEW ALISON | Certified Financial Planner | Charleston, SC | Palo Alto, CA | WESTLAKE, OH | 15 | 19 | 1 | no |
| JASON L SMITH | n/a | AVON, OH | WESTLAKE, OH | 15 | 19 | 1 | no |
| MICHAEL JOSEPH DELGRECO | n/a | Pittsburgh, PA | WESTLAKE, OH | 14 | 18 | n/a | no |
| CHARLES PAUL WELDE | Certified Financial Planner | WESTLAKE, OH | CHADDS FORD, PA | 14 | 42 | 1 | no |
| JEFFREY SCOTT WARNKIN | Certified Financial Planner | WESTLAKE, OH | Avon, OH | Fremont, OH | 14 | 30 | 3 | yes |
| CLINTON SHANE PELFREY | n/a | Avon, OH | 14 | 15 | n/a | no |
| Scott R Luecke | n/a | SCHERERVILLE, IN | WESTLAKE, OH | 13 | 25 | 2 | yes |
| GREGORY S HAMMER | n/a | WESTLAKE, OH | SCHERERVILLE, IN | 13 | 33 | 2 | no |
| GLEN RICHARDS PIER | n/a | ARDEN, NC | WESTLAKE, OH | 13 | 22 | 3 | no |
| KYLEAH Parson Lee | n/a | Chesapeake, VA | WESTLAKE, OH | 13 | 14 | n/a | no |
| BRYAN J BIBBO | n/a | Jacksonville, FL | Fremont, OH | AVON, OH | WESTLAKE, OH | 12 | 16 | n/a | no |
| JOSEPH MICHAEL SALERNO | n/a | Clearwater, FL | WESTLAKE, OH | 11 | 30 | 1 | no |
| WAYNE ALAN BARKER | Chartered Financial Consultant | WESTLAKE, OH | Cleveland, OH | 11 | 15 | 1 | no |
| BRIAN DANIEL MINIER | n/a | Gahanna, OH | WESTLAKE, OH | 11 | 14 | 1 | no |
| JOHN RAYMOND EIKANGER | n/a | BONITA SPRINGS, FL | WESTLAKE, OH | 11 | 12 | n/a | no |
| CAROL LYNN OCHOA | n/a | Pleasanton, CA | Stockton, CA | WESTLAKE, OH | 10 | 24 | 3 | no |
| Lisa Maria Chenet | n/a | WESTLAKE, OH | Chesapeake, VA | 10 | 11 | n/a | no |
| Chad Dennis Weigl | n/a | Avon, OH | WESTLAKE, OH | Fremont, OH | 9 | 12 | n/a | no |
| Deborah Kipp Cundiff | n/a | Schererville, IN | WESTLAKE, OH | 9 | 32 | 1 | no |
| Catherine Basnight Reid | n/a | WESTLAKE, OH | Arden, NC | 8 | 17 | 1 | yes |
| RYAN J WARNER | Certified Financial Planner | Maple Grove, MN | WESTLAKE, OH | Westlake, OH | 8 | 23 | 3 | yes |
| ANTHONY GERARD ENGRASSIA | Chartered Financial Consultant | WESTLAKE, OH | Rocky Mount, NC | Morehead City, NC | 8 | 35 | 1 | no |
| Joseph Frederick Voellm | Chartered Financial Consultant | Avon, OH | WESTLAKE, OH | 7 | 11 | 1 | no |
| BELEN KRABBE | Chartered Financial Consultant | Mason City, IA | Hampton, IA | WESTLAKE, OH | 7 | 39 | 1 | no |
| Richard Thomas Dunnett | n/a | Schererville, IN | WESTLAKE, OH | 7 | 15 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ALISON, DAVID, MATTHEW | PRESIDENT OF WEALTH MANAGEMENT / FOUNDING PARTNER | Na | yes | 03/2021 | Mar 23, 2026 | Mar 23, 2026 |
| C2P ENTERPRISES, LLC | SOLE MEMBER | E | yes | 08/2018 | Mar 23, 2026 | Mar 23, 2026 |
| MACKEY, KALEM, Joseph | EXECUTIVE VICE PRESIDENT | Na | yes | 01/2024 | Mar 23, 2026 | Mar 23, 2026 |
| MILOVANCEV, STANLEY, DONALD | Ceo | Na | yes | 04/2025 | Mar 23, 2026 | Mar 23, 2026 |
| Seitz, Matt, R | CHIEF MARKETING OFFICER | Na | yes | 03/2021 | Mar 23, 2026 | Mar 23, 2026 |
| SMITH, JASON, L | CHIEF VISIONARY / EXECUTIVE CHAIRMAN & FOUNDER | Na | yes | 02/2020 | Mar 23, 2026 | Mar 23, 2026 |
| TERRA, JUAN, PABLO | CHIEF PEOPLE OFFICER | Na | yes | 03/2021 | Mar 23, 2026 | Mar 23, 2026 |
| RIPIENSKI, LUKE, W | CHIEF COMPLIANCE OFFICER | Na | yes | 03/2023 | Mar 29, 2023 | Sep 18, 2024 |
| SMITH, JASON, L | Owner | C | yes | 08/2018 | Nov 28, 2011 | Sep 18, 2024 |
| ASHER, RYAN, PATRICK | DIRECTOR OF INVESTMENT OPERATIONS | Na | no | 11/2023 | Mar 23, 2026 | Mar 23, 2026 |
| PETEV, STOYAN, PETEV | SVP OF ADVANCED MARKETS | Na | no | 01/2024 | Mar 23, 2026 | Mar 23, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| C2P ADVISORY GROUP, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| ST. LOUIS | Mo | United States | 13 | no |
| RED BANK | Nj | United States | 11 | yes |
| Avon | Oh | United States | 9 | yes |
| Schereville | In | United States | 6 | yes |
| Jacksonville | FL | United States | 3 | no |
| SOUTH EASTON | Ma | United States | 3 | no |
| Arden | Nc | United States | 3 | yes |
| NORTH KINGSTOWN | Ri | United States | 3 | no |
| MOUNT PLEASANT | Sc | United States | 3 | no |
| GRASS VALLEY | CA | United States | 2 | no |
| Newberry | FL | United States | 2 | no |
| Orlando | FL | United States | 2 | no |
| LAKE CHARLES | La | United States | 2 | no |
| Rochester | Mi | United States | 2 | no |
| ROCKY MOUNT | Nc | United States | 2 | no |
| RED BANK | Nj | United States | 2 | no |
| Smithtown | NY | United States | 2 | no |
| Stockton | CA | United States | 1 | no |
| Clearwater | FL | United States | 1 | no |
| Hampton | Ia | United States | 1 | no |
| COLTS NECK | Nj | United States | 1 | no |
| Sewell | Nj | United States | 1 | no |
| Gahanna | Oh | United States | 1 | no |
| Gahanna | Oh | United States | 1 | no |
| Powhattan | Va | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 23, 2026 | $4.4B | $4.4B | 244 | 98 | 41 | n/a | n/a |
| 2024 | Apr 29, 2025 | $3.7B | $3.7B | 202 | 102 | 39 | n/a | n/a |
| 2023 | Mar 26, 2024 | $2.2B | $2.2B | 202 | 104 | 37 | n/a | n/a |
| 2022 | Mar 29, 2023 | $1.7B | $1.7B | 143 | 63 | 26 | n/a | n/a |
| 2021 | Mar 30, 2022 | $1.8B | $1.8B | 127 | 54 | 26 | n/a | n/a |
| 2020 | Mar 30, 2021 | $1.5B | $1.5B | 83 | 47 | 26 | n/a | n/a |
| 2019 | Mar 26, 2020 | $1.2B | $1.2B | 84 | 49 | 27 | n/a | n/a |
| 2018 | Mar 30, 2019 | $937M | $937M | 75 | 40 | 27 | n/a | n/a |
| 2017 | Mar 29, 2018 | $885M | $885M | 73 | 43 | 26 | n/a | n/a |
| 2016 | Mar 31, 2017 | $665M | $665M | 55 | 37 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $466M | $466M | 42 | 32 | n/a | n/a | n/a |
| 2014 | Mar 31, 2015 | $386M | $383M | 42 | 31 | n/a | n/a | n/a |
| 2013 | Mar 28, 2014 | $264M | $264M | 48 | 36 | n/a | n/a | n/a |
| 2012 | Mar 21, 2013 | $175M | $175M | 50 | 34 | n/a | n/a | n/a |
| 2011 | Mar 30, 2012 | $52.5M | $52.5M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 9 | 22 | -13 | 21.6% | 0 | 3 | 0 | 39 | 40 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $4.4B | $3.7B | 19.0% | $1.7B | 36.8% | 244 | 202 | 41 | 39 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| TRIAD WEALTH PARTNERS, LLC | 2 | Sep 11, 2026 | Sep 11, 2026 | LAFAYETTE, LA | Team lift out | RIA to RIA | 1.9% |
| SOUND INCOME STRATEGIES, LLC | 2 | Apr 23, 2026 | Apr 24, 2026 | WESTLAKE, OH | Team lift out | RIA to RIA | 1.9% |
| FOUNDATIONS INVESTMENT ADVISORS LLC | 2 | Oct 1, 2025 | Sep 22, 2025 | MELBOURNE, FL | Team lift out | RIA to RIA | 1.8% |
| FOUNDATIONS INVESTMENT ADVISORS LLC | 3 | Oct 1, 2025 | Sep 23, 2025 | ST LOUIS, MO | Team lift out | RIA to RIA | 2.8% |
| FOUNDATIONS INVESTMENT ADVISORS LLC | 7 | Oct 1, 2025 | Sep 23, 2025 | WESTLAKE, OH | Team lift out | RIA to RIA | 6.4% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| Spc | 3 | May 27, 2025 | May 27, 2025 | ANN ARBOR, MI | Team lift out | Ibd to RIA | 0.7% |
| CETERA INVESTMENT ADVISERS LLC | 2 | Jul 22, 2024 | Jul 24, 2024 | STUART, NE | Team lift out | Ibd to RIA | 0.0% |
| M HOLDINGS SECURITIES, INC. | 2 | Mar 7, 2024 | Nov 9, 2023 | BERKELEY HEIGHTS, NJ | Team lift out | Ibd to RIA | 1.0% |
| LPL FINANCIAL LLC | 2 | Jun 26, 2023 | Jun 16, 2023 | ROCHESTER, MI | Team lift out | Ibd to RIA | 0.0% |
| CETERA ADVISOR NETWORKS LLC | 2 | Jan 31, 2023 | Jan 27, 2023 | SMITHTOWN, NY | Team lift out | Ibd to RIA | 0.5% |
| PETROS ADVISORY SERVICES, LLC | 3 | Jan 13, 2023 | Jul 21, 2022 | JACKSONVILLE, FL | Firm absorbed | Other | 100.0% |