DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Cpc Advisors, LLC
Latest filing Sep 9, 2026
First filing on the tape Mar 26, 2012 · 48 filings
SEC status approved since Aug 6, 1976
RAUM
$1.7B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
91%
$1.5B individuals and HNW
Advisors
17
registered through the firm on IAPD
RAUM per advisor
$98.6M
derived; firm RAUM over IAPD count
Employees
30
16 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
48 filings and snapshots on the tape
RAUM$1.7B as of Jul 27, 2026
Mar 26, 2012$281M then
HNW client RAUM$640M as of Jul 27, 2026
Apr 25, 2018$381M then
State-registered IARs (5.B.3)17 as of Jul 27, 2026
Mar 26, 20120 then
Employees (5.A)31 as of Jul 27, 2026
Mar 1, 201311 then
Private funds: no history
RAUM -20% over the last fiscal year+11% a year over threeIARs 24 to 16
Practice profile
derived from the filing of Sep 9, 2026; every figure names its basis
- RAUM per advisor
- $98.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 55derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $6.1MderivedHNW RAUM over HNW clients
- Average account
- $647,389derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 2.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.8derivedItem 5.A over advisors
- Advisors per office
- 4.3derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- -20%derivedbetween the last two annual amendments
- Advisor growth, one year
- -29%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -21%derived
- Compensation
- percentage of assets, hourly, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Custody
- $39.0M, 26 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$892M53%
- High-net-worth individuals$640M38%
- Corporations and businesses$107M6.4%
- Charitable organizations$18.6M1.1%
- Pension and profit-sharing plans$17.1M1.0%
- Individual clients
- 829reported
- HNW clients
- 105reported
- Pension plan clients
- 20reported
- Charitable clients
- 6reported
- Accounts
- 2,588reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- $0 sponsored, $1.7B managedreported
- Custody of client assets
- $39.0M for 26 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.91 fund_share=0.0 institutional_share=0.02 related_bd= related_bank= bd_reps=21.0derived
Advisors registered through the firm
17 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Blake Anthony FloodCertified Financial Planner | Atlanta, Ga | Apr 24, 2003 | 32 y | 1 |
| Michael Joseph MccoolCertified Financial Planner | Atlanta, Ga | Aug 21, 2007 | 25 y | 3 |
| Adele Versie GipsonCertified Financial Planner, Chartered Financial Analyst | Atlanta, Ga | Jun 24, 2008 | 20 y | 2 |
| Varun Kalyan Marneni | Atlanta, Ga | May 12, 2015 | 14 y | 1 |
| Allen Paul PetwayCertified Financial Planner | Dalton, Ga | Jan 25, 2016 | 43 y | 1 |
| David Griffin Hunter | Atlanta, Ga | Jul 26, 2016 | 19 y | 2 |
| Trevor Kent ThompsonCertified Financial Planner | Atlanta, Ga | May 3, 2017 | 21 y | 4 |
| Nicholas Joseph Hughes | Atlanta, Ga | Aug 25, 2022 | 12 y | 3 |
| Patricia Ann Hayton | Woodstock, Ga | Nov 3, 2022 | 25 y | 5 |
| Geri Lynn LanningCertified Financial Planner | Woodstock, Ga | Nov 3, 2022 | 10 y | 1 |
| Daren Meliton Sexton | Atlanta, Ga | Nov 3, 2022 | 17 y | 3 |
| Kyleigh Michelle Cobett | Tampa, Fl | Jan 16, 2024 | 10 y | 0 |
| Brooks T GarrettChartered Financial Analyst | Atlanta, Ga | Feb 8, 2024 | 12 y | 0 |
| Sarah Benton Walker | Atlanta, Ga | May 28, 2024 | 21 y | 4 |
| Krista Elder PritchettCertified Financial Planner | Atlanta, Ga | Jul 16, 2024 | 12 y | 0 |
| Joshua Ben VoisineCertified Financial Planner | Dalton, Ga | Apr 20, 2025 | 19 y | 6 |
| De'Shawn Nelson Owens | Atlanta, Ga | Sep 11, 2026 | 14 y | 0 |
Advisor movement
5 left, 0 joined in 12 months
net -5 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 29% of current headcount6 left over 36 months
Left, latest
- Claudia Puopolo Bellars to Bellars Harris Wealth ManagementDec 31, 2025 · RIA to RIA
- Brad Alan Harris to Bellars Harris Wealth ManagementDec 31, 2025 · RIA to a newly registered adviser
- Zachary Owen Harris to Bellars Harris Wealth ManagementDec 31, 2025 · RIA to a newly registered adviser
- Timothy John Bellars to Bellars Harris Wealth ManagementDec 31, 2025 · RIA to RIA
- Axel John Bellars to Bellars Harris Wealth ManagementDec 31, 2025 · RIA to a newly registered adviser
- Matthew Tracy Brinkley to LPL Financial LLCMar 21, 2025 · RIA to affiliated broker-dealer or bank
- James Preston Byers to Raymond James Financial Services, Inc.Mar 9, 2007 · Other
Joined, latest
- Joshua Ben Voisine from Curi Capital, LLCApr 20, 2025 · RIA to RIA
- Sarah Benton Walker from Ameriprise Financial Services, LLCMay 28, 2024 · Affiliated broker-dealer or bank to independent RIA
- Geri Lynn Lanning from Raymond James Financial Services Advisors, IncNov 3, 2022 · Affiliated broker-dealer or bank to independent RIA
- Patricia Ann Hayton from Raymond James Financial Services Advisors, IncNov 3, 2022 · Affiliated broker-dealer or bank to independent RIA
- Daren Meliton Sexton from Raymond James Financial Services Advisors, IncNov 3, 2022 · Affiliated broker-dealer or bank to independent RIA
- Nicholas Joseph Hughes from Raymond James & Associates, Inc.Aug 25, 2022 · Affiliated broker-dealer or bank to independent RIA
- Timothy John Bellars from Raymond James Financial Services Advisors, IncMay 23, 2022 · Affiliated broker-dealer or bank to independent RIA
- Claudia Puopolo Bellars from Raymond James Financial Services Advisors, IncMay 23, 2022 · Affiliated broker-dealer or bank to independent RIA
- Brad Alan Harris from Raymond James Financial Services Advisors, IncMay 19, 2022 · Affiliated broker-dealer or bank to independent RIA
- Zachary Owen Harris from Raymond James Financial Services Advisors, IncMay 13, 2022 · Affiliated broker-dealer or bank to independent RIA
- Axel John Bellars from Raymond James Financial Services Advisors, IncMay 5, 2022 · Affiliated broker-dealer or bank to independent RIA
- Matthew Tracy Brinkley from Raymond James Financial Services Advisors, IncDec 4, 2018 · Affiliated broker-dealer or bank to independent RIA
- Trevor Kent Thompson from Securian Financial Services, Inc.May 3, 2017 · Other
- David Griffin Hunter from Raymond James & Associates, Inc.Jul 26, 2016 · Other
- Varun Kalyan Marneni from Raymond James Financial Services Advisors, IncMay 12, 2015 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 3 left for Bellars Harris Wealth ManagementDec 31, 2025 · Atlanta, Ga
- 2 left for Bellars Harris Wealth ManagementDec 31, 2025 · Virginia Beach, Va
- 3 joined from Raymond James Financial Services Advisors, IncJan 13, 2023 · Woodstock, Ga
- 3 joined from Raymond James Financial Services Advisors, IncSep 20, 2022 · Virginia Beach, Va
- 2 joined from Raymond James Financial Services Advisors, IncOct 3, 2021 · Athens, Ga
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Lee Michael Hines · President/Foundercontrolsince 07/1975 · owns 75% or more
- Kalyan Varun Marneni · President / Ceo/Chief Compliance Officercontrolsince 02/2025 · owns less than 5%
- Anthony Blake Flood · Shareholder/Senior Vice President/Advisorsince 08/1998 · owns 5% to 10%
- Versie Adele Gipson · Shareholder/Financial Advisorsince 01/2014 · owns less than 5%
- Kay Sheila Hines · Shareholder/Customer Services Managersince 08/2008 · owns less than 5%
- Griffin David Hunter · Shareholder/Director Of Research & Investmentssince 02/2019 · owns less than 5%
- Paul Gregory Phillips · Chief Compliance Officersince 02/2024 · owns less than 5%
Entity owners
- Cpc Holding Co, LLC · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Atlanta, Ga · principal | 16 | 2 | 4 | 1 | |
| Woodstock, Ga | 4 | 0 | 0 | ||
| Dalton, Ga | 2 | 1 | 0 | ||
| Tampa, Fl | 2 | 0 | 0 | ||
| Virginia Beach, Va | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Virginia Beach, VA5 employees
- Woodstock, GA5 employees
- St. Petersburg, FL3 employees
- Athens, GA1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Sep 9, 2026HINES, MICHAEL, LEE (PRESIDENT/FOUNDER) left Schedule A between the filings of 2024-04-05 and 2026-09-09peers: independent wealth managers, $1B to $5B (1,362)
What changed
consecutive filings, newest first
- Advisory employees · 17 to 16Jul 27, 2026 to Sep 9, 2026
- Employees · 31 to 30Jul 27, 2026 to Sep 9, 2026
- Financial planning clients · 101-250 to 101-250Jul 27, 2026 to Sep 9, 2026
- State-registered IARs · 17 to 16Jul 27, 2026 to Sep 9, 2026
- Related adviser · false to unsetJul 27, 2026 to Sep 9, 2026
- Related bank · false to unsetJul 27, 2026 to Sep 9, 2026
- Related broker-dealer · false to unsetJul 27, 2026 to Sep 9, 2026
- Related insurance company · false to unsetJul 27, 2026 to Sep 9, 2026
- Succession · false to unsetJul 27, 2026 to Sep 9, 2026
- Employees · 29 to 31Apr 30, 2026 to Jul 27, 2026
- Other offices · 2 to 3Apr 30, 2026 to Jul 27, 2026
- Accounts · 3,696 to 2,588Feb 3, 2026 to Mar 27, 2026
- Charity clients · 11 to 6Feb 3, 2026 to Mar 27, 2026
- Corporate clients · 27 to 21Feb 3, 2026 to Mar 27, 2026
- HNW clients · 107 to 105Feb 3, 2026 to Mar 27, 2026
- Individual clients · 1,068 to 829Feb 3, 2026 to Mar 27, 2026
- Pension plan clients · 11 to 20Feb 3, 2026 to Mar 27, 2026
- Assets in custody · $70.9M to $39.0MFeb 3, 2026 to Mar 27, 2026
- Financial planning clients · 51-100 to 101-250Feb 3, 2026 to Mar 27, 2026
- Discretionary RAUM · $1.8B to $1.7BFeb 3, 2026 to Mar 27, 2026
- HNW RAUM · $700M to $640MFeb 3, 2026 to Mar 27, 2026
- Individual RAUM · $1.2B to $892MFeb 3, 2026 to Mar 27, 2026
- Non-discretionary RAUM · $248M to $19.9MFeb 3, 2026 to Mar 27, 2026
- Pension RAUM · $12.6M to $17.1MFeb 3, 2026 to Mar 27, 2026
- RAUM · $2.1B to $1.7BFeb 3, 2026 to Mar 27, 2026
- Wrap assets (manager) · $1.9B to $1.7BFeb 3, 2026 to Mar 27, 2026
- Other offices · 3 to 2Oct 28, 2025 to Jan 7, 2026
- Advisory employees · 22 to 17Oct 28, 2025 to Jan 7, 2026
- BD registered reps · 27 to 21Oct 28, 2025 to Jan 7, 2026
- Employees · 34 to 29Oct 28, 2025 to Jan 7, 2026
- State-registered IARs · 22 to 17Oct 28, 2025 to Jan 7, 2026
- Advisory employees · 24 to 22May 20, 2025 to Oct 28, 2025
- BD registered reps · 28 to 27May 20, 2025 to Oct 28, 2025
- Business name · CONSOLIDATED PLANNING CORPORATION to CPC ADVISORS, LLCMay 20, 2025 to Oct 28, 2025
- Employees · 36 to 34May 20, 2025 to Oct 28, 2025
- State-registered IARs · 24 to 22May 20, 2025 to Oct 28, 2025
- Legal name · CONSOLIDATED PLANNING CORPORATION to CPC ADVISORS, LLCMay 20, 2025 to Oct 28, 2025
- Organization form · Corporation to Limited Liability CompanyMay 20, 2025 to Oct 28, 2025
- Financial planning clients · 51-100 to 51-100Apr 30, 2025 to May 20, 2025
- Accounts · 3,204 to 3,696Oct 1, 2024 to Apr 30, 2025
Signals
18 dated events
- De'Shawn Nelson Owens added a GA registration at Cpc Advisors, LlcSep 14, 2026 · New state registration · fact
- De'Shawn Nelson Owens added a TX registration at Cpc Advisors, LlcSep 11, 2026 · New state registration · fact
- Claudia Puopolo Bellars left Cpc Advisors, Llc for Bellars Harris Wealth Management (registered 2026-03-16)Dec 31, 2025 · Advisor changed firm · fact
- Brad Alan Harris left Cpc Advisors, Llc for Bellars Harris Wealth Management (registered 2026-01-02)Dec 31, 2025 · Advisor changed firm · fact
- Timothy John Bellars left Cpc Advisors, Llc for Bellars Harris Wealth Management (registered 2026-03-16)Dec 31, 2025 · Advisor changed firm · fact
- Axel John Bellars left Cpc Advisors, Llc for Bellars Harris Wealth Management (registered 2026-01-02)Dec 31, 2025 · Advisor changed firm · fact
- Zachary Owen Harris left Cpc Advisors, Llc for Bellars Harris Wealth Management (registered 2026-01-02)Dec 31, 2025 · Advisor changed firm · fact
- 4 advisors left Cpc Advisors, LLC (Atlanta, GA) for Bellars Harris Wealth Management on the same dayDec 31, 2025 · Team lift-out · derived
- 2 advisors left Cpc Advisors, LLC (Virginia Beach, VA) for Bellars Harris Wealth Management on the same dayDec 31, 2025 · Team lift-out · derived
- Cpc Advisors, Llc reported RAUM $2.1B, up 33% from $1.6B (2024-10-01 to 2025-04-30)Apr 30, 2025 · RAUM change · derived
- Matthew Tracy Brinkley left Cpc Advisors, Llc for Lpl Financial Llc (registered 2025-03-10)Mar 21, 2025 · Advisor changed firm · fact
- Cpc Advisors, Llc reported 22 state-registered advisory representatives, up from 9 (2024-02-02 to 2024-04-05)Apr 5, 2024 · Advisor headcount change · derived
- Cpc Advisors, Llc reported RAUM $1.6B, up 29% from $1.2B (2022-09-01 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- 3 advisors left Raymond James Financial Services Advisors, Inc (Woodstock, GA) for Cpc Advisors, LLC on the same dayJan 13, 2023 · Team lift-out · derived
- 3 advisors left Raymond James Financial Services Advisors, Inc (Virginia Beach, VA) for Cpc Advisors, LLC on the same daySep 20, 2022 · Team lift-out · derived
- Cpc Advisors, Llc reported RAUM $1.2B, up 56% from $785.1M (2021-11-12 to 2022-04-29)Apr 29, 2022 · RAUM change · derived
- Daniel Robert Bordett (Senior Vice President, Secretary) no longer on Schedule A of Cpc Advisors, Llc (listed 2021-04-19, absent 2021-11-05)Nov 5, 2021 · Control person left · inference
- Cpc Advisors, Llc reported RAUM $785.1M, up 29% from $609.6M (2020-12-18 to 2021-04-19)Apr 19, 2021 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@cpcadvisors.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 404-892-1970reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 678-401-3948reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 404-879-3000reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/cpcadvisorsreportedpublic record, Form ADV, Sep 18, 2026
- Website
- CPCADVISORS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 404-879-3000reportedpublic record, Form ADV, Sep 9, 2026
- Team page
- CPCADVISORS.COM/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $98.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026