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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

INVESTMENT ADVISOR GROUP

CLPF LLC, CRD 312448

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:c766f144-2632-4e3c-ecb7-9280d03593c2

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 17
On other graphs: 0
Observed: Jan 8, 2021 to Mar 11, 2026
24 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: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $81.0MItem 5.F on the latest filing (2026-03-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $80.6M
Private client RAUM: $80.7MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $27.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 244
Individual clients: 113
High net worth clients: 10
SEC number: 801-120292
CRD: 312448
Filings on the tape: 24
First filed: Jan 8, 2021
Latest filed: Mar 11, 2026
Organised: Limited Liability Company, NY
Website: investmentadvisorgroup.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CHRISTOPHER LEE PRICE	Chartered Financial Consultant	HANCOCK, NY	5	24	1	no
EUGENE WILLIAM NOVITSKI	Certified Financial Planner	Saint Augustine, FL \| HANCOCK, NY	5	46	1	no
PAUL F. KOHN	n/a	HANCOCK, NY \| Newark, DE	5	16	1	no

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
PRICE, CHRISTOPHER, LEE	CEO/CCO	E	yes	12/2020	Jan 8, 2021	Feb 27, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	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
2025	Mar 11, 2026	$81.0M	$80.6M	3	3	2	n/a	n/a
2024	Mar 19, 2025	$72.3M	$72.0M	3	3	2	n/a	n/a
2023	Feb 27, 2024	$70.0M	$69.8M	3	3	2	n/a	n/a
2022	Mar 13, 2023	$78.3M	$78.2M	9	9	8	n/a	n/a
2021	Mar 15, 2022	$174M	$174M	15	15	13	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

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
2025	$81.0M	$72.3M	12.0%	$78.3M	1.1%	3	3	2	2

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
BEST LIFE INFINITY, LLC	4	Dec 31, 2022	Jun 11, 2024	HANCOCK, NY	Team lift out	RIA to new firm	44.4%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
THE INVESTMENT ADVISOR ALLIANCE LLC	2	Feb 26, 2021	Feb 23, 2021	COLORADO SPRINGS, CO	Team lift out	RIA to new firm	14.3%
THE INVESTMENT ADVISOR ALLIANCE LLC	4	Feb 26, 2021	Feb 23, 2021	ATLANTA, GA	Team lift out	RIA to new firm	28.6%
THE INVESTMENT ADVISOR ALLIANCE LLC	2	Feb 26, 2021	Feb 22, 2021	BELLE MEAD, NJ	Team lift out	RIA to new firm	14.3%

Relationships

Registered with (15)

← PAUL F. KOHNAdvisorregistration: current employment
Feb 23, 2021 to presentfactForm ADV
← EUGENE WILLIAM NOVITSKIAdvisorregistration: current employment
Feb 22, 2021 to presentfactForm ADV
← CHRISTOPHER LEE PRICEAdvisorregistration: current employment
Feb 18, 2021 to presentfactForm ADV
← Paul Woodson AbeleAdvisorregistration: previous registration
May 1, 2023 to Oct 2, 2023factForm ADV
← ERIC CHRISTOPHER JACKSONAdvisorregistration: previous registration
Feb 23, 2021 to Jan 10, 2023factForm ADV
← ROGER ALAN NICHOLLSAdvisorregistration: previous registration
Oct 27, 2021 to Dec 31, 2022factForm ADV
← Gavin Michael GanzkowAdvisorregistration: previous registration
Mar 1, 2021 to Dec 31, 2022factForm ADV
← MAGAN KAUR ZAVISLAKAdvisorregistration: previous registration
Feb 22, 2021 to Dec 31, 2022factForm ADV
← Heather Joan ThompsonAdvisorregistration: previous registration
Feb 18, 2021 to Dec 31, 2022factForm ADV
← Clark Paul MilnerAdvisorregistration: previous registration
Feb 18, 2021 to Dec 31, 2022factForm ADV
← MANUEL A. MARTINEZAdvisorregistration: previous registration
Feb 18, 2021 to Dec 5, 2022factForm ADV
← DAVID JEFFREY ARMBRUSTERAdvisorregistration: previous registration
Feb 18, 2021 to Apr 15, 2022factForm ADV
← KATHERINE NICOLE PHILLIPSAdvisorregistration: previous registration
Feb 22, 2021 to Apr 15, 2022factForm ADV
← JOHN DAVID DANZERAdvisorregistration: previous registration
Feb 19, 2021 to Feb 8, 2022factForm ADV
← David Kwasi ManteauAdvisorregistration: previous registration
Mar 2, 2021 to Jul 1, 2021factForm ADV

Controls (1)

← PRICE, CHRISTOPHER, LEEOwnerCEO/CCO, ownership code E, individual
Jan 8, 2021 to Feb 27, 2024factForm ADV

Moved with (2)

→ BEST LIFE INFINITY, LLCRegistered adviser2 advisors, team lift out, same day
Dec 31, 2022 to Jul 12, 2023factForm ADV
← THE INVESTMENT ADVISOR ALLIANCE LLCRegistered adviser2 advisors, team lift out, same day
Feb 26, 2021 to Feb 23, 2021factForm ADV

Dated events

4 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Oct 2, 2023
Advisor changed firm
Paul Woodson Abele left Investment Advisor Group for Canterbury Investment Advisors Llc (registered 2023-10-03)
Form ADVobserved 4 days ago
Occurred
Jan 10, 2023
Advisor changed firm
Eric Christopher Jackson left Investment Advisor Group for Best Life Infinity, Llc (registered 2022-10-28)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2022
Team lift-out
2 advisors left Investment Advisor Group (Hancock, NY) for Best Life Infinity, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Dec 31, 2022
Advisor changed firm
Clark Paul Milner left Investment Advisor Group for Best Life Infinity, Llc (registered 2023-01-03)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Gavin Michael Ganzkow left Investment Advisor Group for Best Life Infinity, Llc (registered 2023-07-12)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Magan Kaur Zavislak left Investment Advisor Group for Best Life Infinity, Llc (registered 2024-06-11)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Heather Joan Thompson left Investment Advisor Group for Best Life Infinity, Llc (registered 2023-01-03)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Roger Alan Nicholls left Investment Advisor Group for Best Life Infinity, Llc (registered 2023-01-10)
Form ADVobserved 4 days ago
Occurred
Dec 5, 2022
Advisor changed firm
Manuel A. Martinez left Investment Advisor Group for Charleston Wealth Advisors (registered 2022-06-03)
Form ADVobserved 4 days ago
Occurred
Apr 15, 2022
Advisor changed firm
Katherine Nicole Phillips left Investment Advisor Group for Practicecfo Investments (registered 2022-06-22)
Form ADVobserved 4 days ago
Occurred
Apr 15, 2022
Advisor changed firm
David Jeffrey Armbruster left Investment Advisor Group for Strategic Blueprint, Llc (registered 2022-04-01)
Form ADVobserved 4 days ago
Occurred
Feb 8, 2022
Advisor changed firm
John David Danzer left Investment Advisor Group for Pinnacle Investments, Llc (registered 2022-01-20)
Form ADVobserved 4 days ago
Occurred
Jan 8, 2021
First Form ADV filing
Investment Advisor Group filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 4 bookkeeping events

Occurred
Dec 8, 2023
Investment Advisor Group reported 2 offices beyond its principal office, down from 9 (2023-11-29 to 2023-12-08)
Occurred
Mar 13, 2023
Investment Advisor Group reported 8 offices beyond its principal office, down from 13 (2023-02-06 to 2023-03-13)
Occurred
Sep 30, 2021
Investment Advisor Group reported 15 offices beyond its principal office, up from 0 (2021-05-19 to 2021-09-30)
Occurred
May 19, 2021
Investment Advisor Group reported 17 state-registered advisory representatives, up from 1 (2021-03-16 to 2021-05-19)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c766f144-2632-4e3c-ecb7-9280d03593c2
First observed: Jan 8, 2021
Last observed: Mar 11, 2026 6 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.

INVESTMENT ADVISOR GROUP

CLPF LLC, CRD 312448

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:c766f144-2632-4e3c-ecb7-9280d03593c2

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:10 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHRISTOPHER LEE PRICE

Chartered Financial Consultant

HANCOCK, NY

EUGENE WILLIAM NOVITSKI

Certified Financial Planner

Saint Augustine, FL | HANCOCK, NY

PAUL F. KOHN

n/a

HANCOCK, NY | Newark, DE

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PRICE, CHRISTOPHER, LEE

CEO/CCO

yes

12/2020

Jan 8, 2021

Feb 27, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$81.0M

$80.6M

n/a

2024

Mar 19, 2025

$72.3M

$72.0M

n/a

2023

Feb 27, 2024

$70.0M

$69.8M

n/a

2022

Mar 13, 2023

$78.3M

$78.2M

n/a

2021

Mar 15, 2022

$174M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$81.0M

$72.3M

12.0%

$78.3M

1.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BEST LIFE INFINITY, LLC

Dec 31, 2022

Jun 11, 2024

HANCOCK, NY

Team lift out

RIA to new firm

44.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

THE INVESTMENT ADVISOR ALLIANCE LLC

Feb 26, 2021

Feb 23, 2021

COLORADO SPRINGS, CO

Team lift out

RIA to new firm

14.3%

THE INVESTMENT ADVISOR ALLIANCE LLC

Feb 26, 2021

Feb 23, 2021

ATLANTA, GA

Team lift out

RIA to new firm

28.6%

THE INVESTMENT ADVISOR ALLIANCE LLC

Feb 26, 2021

Feb 22, 2021

BELLE MEAD, NJ

Team lift out

RIA to new firm

14.3%