DFX Intelligence

Data Factory

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

CPA INVESTMENT ADVISORS

CPA INVESTMENT ADVISORS, L.L.C., CRD 116170

VIRGINIA BEACH, VA

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:998efcf9-cd98-a5d6-5819-5c1ee3807ec9

Data as of Mar 22, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jul 3, 2017 to Mar 22, 2022
7 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: $278MItem 5.F on the latest filing (2022-03-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $278M
Private client RAUM: $273MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 418
Individual clients: 78
High net worth clients: 156
SEC number: 801-110968
CRD: 116170
Filings on the tape: 7
First filed: Jul 3, 2017
Latest filed: Mar 22, 2022
Organised: Limited Liability Company, Virginia

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
SULLIVAN, GERALD, LONG	MANAGING MEMBER	D	yes	06/2000	Jul 3, 2017	Mar 22, 2022
TAYLOR, TAZEWELL, GIFFORD	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	yes	06/2000	Jul 3, 2017	Mar 22, 2022

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
GERALD L. SULLIVAN	n/a	n/a	n/a	N	no	n/a
TAZEWELL G. TAYLOR	n/a	n/a	n/a	N	no	n/a

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	Private funds	Fund GAV
2021	Mar 22, 2022	$278M	$278M	3	3	n/a	n/a
2020	Mar 23, 2021	$231M	$231M	3	3	n/a	n/a
2019	Mar 16, 2020	$182M	$182M	3	3	n/a	n/a
2018	Mar 13, 2019	$154M	$154M	3	3	n/a	n/a
2017	Mar 21, 2018	$131M	$131M	3	3	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
2021	$278M	$231M	20.4%	$154M	21.7%	3	3	0	0

Relationships

Controls (2)

← SULLIVAN, GERALD, LONGOwnerMANAGING MEMBER, ownership code D, individual
Jul 3, 2017 to presentfactForm ADV
← TAYLOR, TAZEWELL, GIFFORDOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jul 3, 2017 to presentfactForm ADV

Registered with (2)

← GERALD LONG SULLIVANAdvisorregistration: previous registration
Jul 7, 2000 to Nov 21, 2022factForm ADV
← CHERI DENNY POSTONAdvisorregistration: previous registration
Mar 8, 2010 to Sep 20, 2022factForm ADV

Dated events

Occurred
Nov 21, 2022
Advisor changed firm
Gerald Long Sullivan left Cpa Investment Advisors for Newedge Advisors (registered 2022-11-14)
Form ADVobserved 6 days ago
Occurred
Sep 20, 2022
Advisor changed firm
Cheri Denny Poston left Cpa Investment Advisors for Newedge Advisors (registered 2022-09-20)
Form ADVobserved 6 days ago
Occurred
Jul 3, 2017
First Form ADV filing
Cpa Investment Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:998efcf9-cd98-a5d6-5819-5c1ee3807ec9
First observed: Jul 3, 2017
Last observed: Mar 22, 2022 54 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.

CPA INVESTMENT ADVISORS

CPA INVESTMENT ADVISORS, L.L.C., CRD 116170

VIRGINIA BEACH, VA

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:998efcf9-cd98-a5d6-5819-5c1ee3807ec9

Data as of Mar 22, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:05 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SULLIVAN, GERALD, LONG

MANAGING MEMBER

yes

06/2000

Jul 3, 2017

Mar 22, 2022

TAYLOR, TAZEWELL, GIFFORD

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

06/2000

Jul 3, 2017

Mar 22, 2022

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GERALD L. SULLIVAN

n/a

TAZEWELL G. TAYLOR

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 22, 2022

$278M

n/a

2020

Mar 23, 2021

$231M

n/a

2019

Mar 16, 2020

$182M

n/a

2018

Mar 13, 2019

$154M

n/a

2017

Mar 21, 2018

$131M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$278M

$231M

20.4%

$154M

21.7%