DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
| 1 | ||||||
CPA INVESTMENT ADVISORS Registered adviser · RIA / Wealth · matched CPA INVESTMENT ADVISORS, L.L.C. · 801-110968 | VIRGINIA BEACH, | $278M | 2017 | |||
BLUE OCEAN CAPITAL Registered adviser · RIA / Wealth · matched CPA ASSET MANAGEMENT GROUP, LLC · 801-57664 | WEST PALM BEACH, | $619M | 5 | 2012 | ||
| SCOTTSDALE, | $86.6M | 2026 | ||||
| PANAMA CITY, | $41.0M | 2026 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.