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
Cpr Investments Inc
Latest filing Aug 28, 2026
First filing on the tape Oct 17, 2017 · 76 filings
SEC status approved since Nov 16, 2017
RAUM
$239M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$235M individuals and HNW
Advisors
25
registered through the firm on IAPD
RAUM per advisor
$9.6M
derived; firm RAUM over IAPD count
Employees
25
25 advisory (5.B.1)
Offices
15
beyond the principal office
Private funds
0
reported on Schedule D
History
76 filings and snapshots on the tape
RAUM$239M as of Aug 28, 2026
Jan 19, 2018$101M then
HNW client RAUM$79.1M as of Aug 28, 2026
Jan 19, 2018$8.5M then
State-registered IARs (5.B.3)25 as of Aug 28, 2026
Jan 19, 201821 then
Employees (5.A)25 as of Aug 28, 2026
Jan 19, 201821 then
Private funds: no history
RAUM +12% over the last fiscal year-6.8% a year over threeIARs 28 to 25offices 16 to 15
Practice profile
derived from the filing of Aug 28, 2026; every figure names its basis
Archetypes, each a printed rule
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- RAUM per advisor
- $9.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 47derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.1MderivedHNW RAUM over HNW clients
- Average account
- $122,203derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.6derived16 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- -14%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -10%derived
- Compensation
- percentage of assets, hourly, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Custody
- yesreportedItem 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
- is an insurance broker or agent (6.A.6)
- 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)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$156M65%
- High-net-worth individuals$79.1M33%
- Pension and profit-sharing plans$3.9M1.6%
- Corporations and businesses$41,7840.0%
- Individual clients
- 1,127reported
- HNW clients
- 38reported
- Pension plan clients
- 5reported
- Charitable clients
- 0reported
- Accounts
- 1,954reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=5.0derived
Advisors registered through the firm
25 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Charles Paul Reinhold | Rochester, Mi | Apr 6, 2010 | 40 y | 1 |
| Justin Paul Reinhold | Rochester, Mi | Oct 1, 2015 | 14 y | 1 |
| Kristin Michelle Menz-Yianni | Chesterfield, Va | Jan 20, 2016 | 23 y | 1 |
| John Robert Fawcett | Rochester, Mi | Feb 8, 2016 | 24 y | 3 |
| Fred William Freimark | Wilsonville, Or | Apr 4, 2016 | 35 y | 1 |
| Bruce Robert Denk | Rochester, Mi | Apr 8, 2016 | 22 y | 1 |
| Joseph J Larocca | Rochester, Mi | Apr 11, 2017 | 14 y | 1 |
| Adam John Simon | Rochester, Mi | Jun 15, 2017 | 21 y | 1 |
| James Richard Arnholt | Rochester, Mi | Jul 13, 2017 | 35 y | 2 |
| Bobby L Burns | Rochester, Mi | May 9, 2018 | 23 y | 1 |
| Joseph Henry Borchers | Rochester, Mi | Aug 13, 2018 | 34 y | 2 |
| Nicholas Paul Perkins | Rochester, Mi | Feb 13, 2019 | 22 y | 0 |
| Robert Luke Elliston | Rochester, Mi | Oct 9, 2019 | 13 y | 0 |
| John Anthony Perko | Rochester, Mi | Apr 13, 2020 | 29 y | 1 |
| Mark James Smith | Rochester, Mi | Feb 10, 2022 | 10 y | 0 |
| Reza Akbari | Fort Lauderdale, Fl | Aug 11, 2022 | 22 y | 0 |
| Patricia Ivette Gomez | Riverside, Ca | Sep 28, 2022 | 28 y | 2 |
| Joseph Brian Childrey | Bellevue, Wa | Nov 15, 2023 | 38 y | 6 |
| Robert Burns AusdalChartered Financial Analyst | Rochester, Mi | Dec 2, 2023 | 46 y | 1 |
| Christopher Andrew Crawford | Rochester, Mi | Apr 3, 2024 | 12 y | 4 |
| Janell Laulean Denk | Rochester, Mi | Jan 1, 2025 | 36 y | 2 |
| Kendra Kay Simon | Rochester, Mi | Jan 1, 2025 | 25 y | 2 |
| Lance Burton Whitney | Rochester, Mi | Sep 29, 2025 | 21 y | 1 |
| Gary Lynn Lloyd | Rochester, Mi | Jan 1, 2026 | 21 y | 1 |
| Dominic Neal Stewart | Rochester, Mi | Aug 28, 2026 | 10 y | 0 |
Advisor movement
2 left, 2 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 8.0% of current headcount13 left over 36 months
Left, latest
- Jose Maria Valenzuela to Impact Partnership Wealth, LLCMar 10, 2026 · RIA to RIA
- Julia Marie Valenzuela to Impact Partnership Wealth, LLCMar 10, 2026 · RIA to RIA
- Bart Francis Dichiaro to Discipline Wealth Solutions, Inc.Feb 3, 2025 · RIA to RIA
- Ernest Paul Rispoli to Discipline Wealth Solutions, Inc.Oct 30, 2024 · RIA to RIA
- Rodney Au Yeung to Discipline Wealth Solutions, Inc.Oct 24, 2024 · RIA to RIA
- Renee Lynn Cuchetti to Discipline Wealth Solutions, Inc.Oct 24, 2024 · RIA to RIA
- David Wayne Ficarra to Discipline Wealth Solutions, Inc.Oct 24, 2024 · RIA to RIA
- George Wesley Johnson to Discipline Wealth Solutions, Inc.Oct 24, 2024 · RIA to RIA
- Bryan R Byrd to Discipline Wealth Solutions, Inc.Oct 24, 2024 · RIA to RIA
- William Joseph Joslyn to Discipline Wealth Solutions, Inc.Aug 23, 2024 · RIA to RIA
- Orlando Ismael Luna to Discipline Wealth Solutions, Inc.Aug 23, 2024 · RIA to RIA
- Jason Lee Young to Discipline Wealth Solutions, Inc.Aug 23, 2024 · RIA to RIA
- Joseph W Petry to Discipline Wealth Solutions, Inc.Jul 30, 2024 · RIA to RIA
- Daniel P Ostlund to Pinkerton Wealth PartnersMar 7, 2023 · RIA to RIA
- Matthew Carl Philistine to Trustmont Advisory Group, Inc.Sep 23, 2022 · RIA to affiliated broker-dealer or bank
Joined, latest
- Gary Lynn Lloyd from Hbw Advisory Services LLCJan 1, 2026 · Other
- Lance Burton Whitney from Hbw Advisory Services LLCSep 29, 2025 · Other
- Kendra Kay Simon from Hbw Advisory Services LLCJan 1, 2025 · Other
- Janell Laulean Denk from Hbw Advisory Services LLCJan 1, 2025 · Other
- Christopher Andrew Crawford from Pruco Securities, LLCApr 3, 2024 · Affiliated broker-dealer or bank to independent RIA
- Robert Burns Ausdal from Ausdal Financial Partners, Inc.Dec 2, 2023 · RIA to RIA
- Joseph Brian Childrey from Ausdal Financial Partners, Inc.Nov 15, 2023 · RIA to RIA
- Ernest Paul Rispoli from Primerica AdvisorsSep 5, 2023 · Affiliated broker-dealer or bank to independent RIA
- Bart Francis Dichiaro from Primerica AdvisorsAug 23, 2023 · Affiliated broker-dealer or bank to independent RIA
- Patricia Ivette Gomez from First Advisors National, LLCSep 28, 2022 · RIA to RIA
- Matthew Carl Philistine from Sequent Planning, LLCApr 20, 2022 · RIA to RIA
- Daniel P Ostlund from Tactive Advisors, LLCMar 8, 2022 · RIA to RIA
- Rodney Au Yeung from Aegis Wealth Management, Inc.Oct 13, 2021 · RIA to RIA
- George Wesley Johnson from LPL Financial LLCJul 8, 2021 · Affiliated broker-dealer or bank to independent RIA
- John Anthony Perko from Hbw Advisory Services LLCApr 13, 2020 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Impact Partnership Wealth, LLCMar 10, 2026 · Rochester, Mi
- 4 left for Discipline Wealth Solutions, Inc.Oct 24, 2024 · Rochester, Mi
- 2 joined from Primerica AdvisorsAug 24, 2023 · Briarcliff Manor, Ny
- 3 joined from Hbw Advisory Services LLCJun 9, 2017 · Mears, Mi
- 3 joined from Hbw Advisory Services LLCApr 4, 2016 · Portland, Or
- 2 joined from Hbw Advisory Services LLCNov 4, 2015 · Sterling Hts, Mi
- 2 joined from Hbw Advisory Services LLCSep 23, 2015 · Simi Valley, Ca
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Brian Joseph Childrey · Executive Vice Presidentcontrolsince 10/2023 · owns less than 5%
- Paul Charles Reinhold · Ceo, Ccocontrolsince 12/2005 · owns 75% or more
- Paul Justin Reinhold · Executive Vice Presidentsince 07/2017 · owns less than 5%
- Lynn Nancy Reinhold · Secretary/Treasurersince 05/2009 · owns less than 5%
Related persons
Schedule D 7.A
- Cpr Financial Group, LLCreal estatey
- Jason Young, Sole Proprietorinvestment companyn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Rochester, Mi · principal | 25 | 3 | 1 | ||
| Portland, Or | 2 | 0 | 0 | ||
| Port St Lucie, Fl | 0 | 0 | 0 | ||
| Tappan, Ny | 0 | 0 | 0 | ||
| Charlotte, Nc | 0 | 0 | 1 | ||
| Greenfield Center, Ny | 0 | 0 | 0 | ||
| Hawthorne, Ny | 0 | 0 | 0 | ||
| Los Angeles, Ca | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Arlington, TX1 employees
- Bassett, NE1 employees
- Cobleskill, NY1 employees
- Hawthorne, NY1 employees
- Riverside, CA1 employees
- Troy, NY1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Advisory employees · 24 to 25Jul 16, 2026 to Aug 28, 2026
- Employees · 24 to 25Jul 16, 2026 to Aug 28, 2026
- State-registered IARs · 24 to 25Jul 16, 2026 to Aug 28, 2026
- Accounts · 1,923 to 1,954Mar 10, 2026 to Apr 30, 2026
- HNW clients · 35 to 38Mar 10, 2026 to Apr 30, 2026
- Individual clients · 1,131 to 1,127Mar 10, 2026 to Apr 30, 2026
- Discretionary RAUM · $250M to $239MMar 10, 2026 to Apr 30, 2026
- HNW RAUM · $65.9M to $79.1MMar 10, 2026 to Apr 30, 2026
- Individual RAUM · $180M to $156MMar 10, 2026 to Apr 30, 2026
- Pension RAUM · $4.4M to $3.9MMar 10, 2026 to Apr 30, 2026
- RAUM · $250M to $239MMar 10, 2026 to Apr 30, 2026
- Advisory employees · 26 to 24Jan 27, 2026 to Mar 10, 2026
- Employees · 26 to 24Jan 27, 2026 to Mar 10, 2026
- State-registered IARs · 26 to 24Jan 27, 2026 to Mar 10, 2026
- Other offices · 16 to 15Jan 27, 2026 to Mar 10, 2026
- Accounts · 1,946 to 1,923Jul 17, 2025 to Jan 27, 2026
- Advisory employees · 28 to 26Jul 17, 2025 to Jan 27, 2026
- HNW clients · 32 to 35Jul 17, 2025 to Jan 27, 2026
- Individual clients · 1,265 to 1,131Jul 17, 2025 to Jan 27, 2026
- Pension plan clients · 6 to 5Jul 17, 2025 to Jan 27, 2026
- Employees · 28 to 26Jul 17, 2025 to Jan 27, 2026
- State-registered IARs · 28 to 26Jul 17, 2025 to Jan 27, 2026
- Discretionary RAUM · $213M to $250MJul 17, 2025 to Jan 27, 2026
- HNW RAUM · $70.2M to $65.9MJul 17, 2025 to Jan 27, 2026
- Individual RAUM · $139M to $180MJul 17, 2025 to Jan 27, 2026
- Pension RAUM · $4.0M to $4.4MJul 17, 2025 to Jan 27, 2026
- RAUM · $213M to $250MJul 17, 2025 to Jan 27, 2026
- Financial planning clients · 251-500 to 251-500May 8, 2025 to Jul 17, 2025
- Accounts · 3,510 to 1,946Nov 19, 2024 to Mar 1, 2025
- Advisory employees · 29 to 28Nov 19, 2024 to Mar 1, 2025
- Corporate clients · 3 to 2Nov 19, 2024 to Mar 1, 2025
- HNW clients · 80 to 32Nov 19, 2024 to Mar 1, 2025
- Individual clients · 2,252 to 1,265Nov 19, 2024 to Mar 1, 2025
- Pension plan clients · 9 to 6Nov 19, 2024 to Mar 1, 2025
- Employees · 29 to 28Nov 19, 2024 to Mar 1, 2025
- State-registered IARs · 29 to 28Nov 19, 2024 to Mar 1, 2025
- Other offices · 17 to 16Nov 19, 2024 to Mar 1, 2025
- Discretionary RAUM · $295M to $213MNov 19, 2024 to Mar 1, 2025
- HNW RAUM · $58.7M to $70.2MNov 19, 2024 to Mar 1, 2025
- Individual RAUM · $232M to $139MNov 19, 2024 to Mar 1, 2025
Signals
21 dated events
- Jose Maria Valenzuela left Cpr Investments Inc for Impact Partnership Wealth, Llc (registered 2026-03-17)Mar 10, 2026 · Advisor changed firm · fact
- Julia Marie Valenzuela left Cpr Investments Inc for Impact Partnership Wealth, Llc (registered 2026-03-12)Mar 10, 2026 · Advisor changed firm · fact
- 2 advisors left Cpr Investments Inc (Rochester, MI) for Impact Partnership Wealth, LLC on the same dayMar 10, 2026 · Team lift-out · derived
- Bart Francis Dichiaro left Cpr Investments Inc for Discipline Wealth Solutions, Inc. (registered 2025-02-04)Feb 3, 2025 · Advisor changed firm · fact
- Ernest Paul Rispoli left Cpr Investments Inc for Discipline Wealth Solutions, Inc. (registered 2024-10-28)Oct 30, 2024 · Advisor changed firm · fact
- Bryan R Byrd left Cpr Investments Inc for Discipline Wealth Solutions, Inc. (registered 2024-10-22)Oct 24, 2024 · Advisor changed firm · fact
- George Wesley Johnson left Cpr Investments Inc for Discipline Wealth Solutions, Inc. (registered 2025-01-01)Oct 24, 2024 · Advisor changed firm · fact
- Rodney Au Yeung left Cpr Investments Inc for Discipline Wealth Solutions, Inc. (registered 2025-07-10)Oct 24, 2024 · Advisor changed firm · fact
- David Wayne Ficarra left Cpr Investments Inc for Discipline Wealth Solutions, Inc. (registered 2024-10-22)Oct 24, 2024 · Advisor changed firm · fact
- Renee Lynn Cuchetti left Cpr Investments Inc for Discipline Wealth Solutions, Inc. (registered 2024-10-21)Oct 24, 2024 · Advisor changed firm · fact
- 4 advisors left Cpr Investments Inc (Rochester, MI) for Discipline Wealth Solutions, Inc. on the same dayOct 24, 2024 · Team lift-out · derived
- Orlando Ismael Luna left Cpr Investments Inc for Discipline Wealth Solutions, Inc. (registered 2024-08-26)Aug 23, 2024 · Advisor changed firm · fact
- Jason Lee Young left Cpr Investments Inc for Discipline Wealth Solutions, Inc. (registered 2024-08-23)Aug 23, 2024 · Advisor changed firm · fact
- William Joseph Joslyn left Cpr Investments Inc for Discipline Wealth Solutions, Inc. (registered 2024-08-26)Aug 23, 2024 · Advisor changed firm · fact
- Joseph W Petry left Cpr Investments Inc for Discipline Wealth Solutions, Inc. (registered 2024-08-02)Jul 30, 2024 · Advisor changed firm · fact
- Brian Joseph Childrey (Executive Vice President) appeared on Schedule A of Cpr Investments IncNov 14, 2023 · Control person joined · fact
- 2 advisors left Primerica Advisors (Briarcliff Manor, NY) for Cpr Investments Inc within 13 daysAug 24, 2023 · Team lift-out · derived
- Daniel P Ostlund left Cpr Investments Inc for Pinkerton Wealth Partners (registered 2023-03-08)Mar 7, 2023 · Advisor changed firm · fact
- Cpr Investments Inc reported RAUM $295.3M, down 27% from $406.4M (2022-11-10 to 2023-01-25)Jan 25, 2023 · RAUM change · derived
- Matthew Carl Philistine left Cpr Investments Inc for Trustmont Advisory Group, Inc. (registered 2022-12-12)Sep 23, 2022 · Advisor changed firm · fact
- Cpr Investments Inc filed its initial SEC registration (Form ADV)Oct 17, 2017 · First SEC registration · fact
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 phone
- 800-497-0131reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 800-213-1164reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- cprassetmgmt.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 800-213-1164reportedpublic record, Form ADV, Aug 28, 2026
- Contact form
- cprassetmgmt.com/contactreportedpublished by the firm, firm site, Sep 16, 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
- $9.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026