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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

COMPREHENSIVE INVESTMENT SOLUTIONS, LLC

CRD 119284

YARDLEY, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6c929cd2-ed0e-59ce-0ce2-6efbe432c9b0

Data as of Mar 31, 2015 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2012 to Mar 31, 2015
4 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $444MItem 5.F on the latest filing (2015-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $357M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 11
Advisory employees: 7
Accounts: 1,177
SEC number: 801-61967
CRD: 119284
Filings on the tape: 4
First filed: Mar 30, 2012
Latest filed: Mar 31, 2015
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALVARE, THOMAS, NEMESIO	MANAGING MEMBER	C	yes	04/2003	Mar 30, 2012	Mar 31, 2015
BENJAMIN, BRUCE, HARRIS	Member	A	yes	04/2003	Mar 30, 2012	Mar 31, 2015
BRAUN, STEVEN, ALLEN	MANAGING MEMBER	A	yes	04/2003	Mar 30, 2012	Mar 31, 2015
POLANS, ROBERT, NEIL	MANAGING MEMBER	A	yes	04/2003	Mar 30, 2012	Mar 31, 2015
SOBEL, MARK, NMN	MANAGING MEMBER	A	yes	04/2003	Mar 30, 2012	Mar 31, 2015
BECKMAN, RONALD, JOSEPH	Member	A	no	04/2003	Mar 30, 2012	Mar 31, 2015
DECESARE, DIANE, NMN	Member	A	no	04/2003	Mar 30, 2012	Mar 31, 2015
DRUCKER, MATH & WHITMAN, LLC	Member	A	no	04/2003	Mar 30, 2012	Mar 31, 2015
DRUCKER, RONALD, HERBERT	Member	A	no	04/2003	Mar 30, 2012	Mar 31, 2015
SCACCETTI-FUMO, JANE, NMN	Member	A	no	04/2003	Mar 30, 2012	Mar 31, 2015

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CPA INVESTMENT SOLUTIONS, LLC	n/a	Former SEC adviser	$38.1M	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NORTH BRUNSWICK	Nj	United States	n/a	no
BALA CYNWYD	Pa	United States	n/a	no
Doylestown	Pa	United States	n/a	no
Philadelphia	Pa	United States	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2014	Mar 31, 2015	$444M	$357M	11	7	n/a	n/a	n/a
2013	Mar 27, 2014	$415M	$344M	12	6	n/a	n/a	n/a
2012	Apr 1, 2013	$366M	$291M	12	12	n/a	n/a	n/a
2011	Mar 30, 2012	$345M	$276M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2014	$444M	$415M	7.0%	$345M	8.8%	11	12	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
JFS WEALTH ADVISORS, LLC	2	Oct 13, 2015	Oct 5, 2015	YARDLEY, PA	Team lift out	Other	66.7%

Relationships

Affiliated with (2)

→ CPA INVESTMENT SOLUTIONS, LLCRegistered adviserother investment adviser, control, common control
factForm ADV
← CPA INVESTMENT SOLUTIONS, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Controls (5)

← BRAUN, STEVEN, ALLENOwnerMANAGING MEMBER, ownership code A, individual
Mar 30, 2012 to presentfactForm ADV
← ALVARE, THOMAS, NEMESIOOwnerMANAGING MEMBER, ownership code C, individual
Mar 30, 2012 to presentfactForm ADV
← SOBEL, MARK, NMNOwnerMANAGING MEMBER, ownership code A, individual
Mar 30, 2012 to presentfactForm ADV
← BENJAMIN, BRUCE, HARRISOwnerMEMBER, ownership code A, individual
Mar 30, 2012 to presentfactForm ADV
← POLANS, ROBERT, NEILOwnerMANAGING MEMBER, ownership code A, individual
Mar 30, 2012 to presentfactForm ADV

Owns (5)

← BECKMAN, RONALD, JOSEPHOwnerMEMBER, ownership code A, individual
Mar 30, 2012 to presentfactForm ADV
← DECESARE, DIANE, NMNOwnerMEMBER, ownership code A, individual
Mar 30, 2012 to presentfactForm ADV
← DRUCKER, RONALD, HERBERTOwnerMEMBER, ownership code A, individual
Mar 30, 2012 to presentfactForm ADV
← SCACCETTI-FUMO, JANE, NMNOwnerMEMBER, ownership code A, individual
Mar 30, 2012 to presentfactForm ADV
← DRUCKER, MATH & WHITMAN, LLCOwnerMEMBER, ownership code A, domestic entity
Mar 30, 2012 to presentfactForm ADV

Registered with (6)

← RYAN CHARLES BARRETTAdvisorregistration: previous registration
Mar 29, 2007 to Oct 13, 2015factForm ADV
← ROBERT M VOGELAdvisorregistration: previous registration
May 24, 2006 to Oct 13, 2015factForm ADV
← BARBARA JEANNE GLOVERAdvisorregistration: previous registration
Oct 3, 2015 to Oct 13, 2015factForm ADV
← ERIC TODD LANSHEAdvisorregistration: previous registration
Apr 11, 2003 to Mar 7, 2006factForm ADV
← AUGUSTINE ANTON REPETTOAdvisorregistration: previous registration
Apr 11, 2003 to Mar 7, 2006factForm ADV
← ANTHONY JOHN CARRINOAdvisorregistration: previous registration
Apr 11, 2003 to Jul 21, 2003factForm ADV

Moved with (1)

→ JFS WEALTH ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Oct 13, 2015 to Oct 5, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6c929cd2-ed0e-59ce-0ce2-6efbe432c9b0
First observed: Mar 30, 2012
Last observed: Mar 31, 2015 139 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

COMPREHENSIVE INVESTMENT SOLUTIONS, LLC

CRD 119284

YARDLEY, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6c929cd2-ed0e-59ce-0ce2-6efbe432c9b0

Data as of Mar 31, 2015 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:24 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALVARE, THOMAS, NEMESIO

MANAGING MEMBER

yes

04/2003

Mar 30, 2012

Mar 31, 2015

BENJAMIN, BRUCE, HARRIS

Member

yes

04/2003

Mar 30, 2012

Mar 31, 2015

BRAUN, STEVEN, ALLEN

MANAGING MEMBER

yes

04/2003

Mar 30, 2012

Mar 31, 2015

POLANS, ROBERT, NEIL

MANAGING MEMBER

yes

04/2003

Mar 30, 2012

Mar 31, 2015

SOBEL, MARK, NMN

MANAGING MEMBER

yes

04/2003

Mar 30, 2012

Mar 31, 2015

BECKMAN, RONALD, JOSEPH

Member

04/2003

Mar 30, 2012

Mar 31, 2015

DECESARE, DIANE, NMN

Member

04/2003

Mar 30, 2012

Mar 31, 2015

DRUCKER, MATH & WHITMAN, LLC

Member

04/2003

Mar 30, 2012

Mar 31, 2015

DRUCKER, RONALD, HERBERT

Member

04/2003

Mar 30, 2012

Mar 31, 2015

SCACCETTI-FUMO, JANE, NMN

Member

04/2003

Mar 30, 2012

Mar 31, 2015

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CPA INVESTMENT SOLUTIONS, LLC

n/a

Former SEC adviser

$38.1M

yes

n/a

City

State

Country

Employees

Also broker-dealer

NORTH BRUNSWICK

United States

n/a

BALA CYNWYD

United States

n/a

Doylestown

United States

n/a

Philadelphia

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2014

Mar 31, 2015

$444M

$357M

n/a

2013

Mar 27, 2014

$415M

$344M

n/a

2012

Apr 1, 2013

$366M

$291M

n/a

2011

Mar 30, 2012

$345M

$276M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2014

$444M

$415M

7.0%

$345M

8.8%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

JFS WEALTH ADVISORS, LLC

Oct 13, 2015

Oct 5, 2015

YARDLEY, PA

Team lift out

Other

66.7%