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.

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SEC-registered adviser

C••••••••• P•••••••• M•••••••••

Independent wealth managerOverland Park, KansasCRD 332929SEC 801-131107website IAPD

Legal name C••••••••• P•••••••• M••••••••• L••

Latest filing Jul 1, 2026

First filing on the tape Aug 15, 2024 · 9 filings

SEC status approved since Sep 16, 2024

RAUM

$179M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

85%

$152M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$44.7M

derived; firm RAUM over IAPD count

Employees

4 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

9 filings and snapshots on the tape

RAUM$179M as of Jul 1, 2026

Jan 13, 2025$121M then

HNW client RAUM$122M as of Jul 1, 2026

Jan 13, 2025$86.8M then

State-registered IARs (5.B.3)4 as of Jul 1, 2026

Jan 13, 20253 then

Employees (5.A)4 as of Jul 1, 2026

Jan 13, 20254 then

Private funds: no history

RAUM +22% over the last fiscal yearIARs 3 to 4

Practice profile

derived from the filing of Jul 1, 2026; every figure names its basis

Archetypes, each a printed rule

HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control

RAUM per advisor: $44.7MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 46derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $1.8MderivedHNW RAUM over HNW clients
Average account: $344,390derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 15%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.0derivedItem 5.A over advisors
Advisors per office: 4.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year: +22%derivedbetween the last two annual amendments
Advisor growth, one year: +33%derivedItem 5.B.3 between annual amendments
Client growth, one year: +26%derived
Compensation: percentage of assets, hourly, fixed fees, commissionsreportedItem 5.E
Advisory activities: financial planning, portfolio management for individualsreportedItem 5.G
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)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$122M68%
Individuals$29.7M17%
Charitable organizations$17.4M9.8%
Pension and profit-sharing plans$9.3M5.2%
Corporations and businesses$52,1870.0%

Individual clients: 114reported
HNW clients: 68reported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 519reported
Financial planning clients: 26-50reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, fixed, hourly, commissionsreported
Class basis: private_client_share=0.85 fund_share=0.0 institutional_share=0.15 related_bd=false related_bank=false bd_reps=1.0derived

Advisors registered through the firm

4 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
J••• P•••••• O•••••••••	Overland Park, Ks	Nov 21, 2024	24 y	1
M••••• M••••••••	Overland Park, Ks	Jan 13, 2025	10 y	1
J•••• D••••••Chartered Financial Consultant	Overland Park, Ks	Jan 13, 2025	43 y	5
R••• A•• T•••••	Overland Park, Ks	Oct 29, 2025	15 y	0

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

none on the tape

Joined, latest

M••••• M•••••••• from C•••••• P•••••••• M••••••••• L•••••
Jan 13, 2025 · RIA to RIA
J•••• D•••••• from C•••••• P•••••••• M••••••••• L•••••
Jan 13, 2025 · RIA to RIA
J••• P•••••• O••••••••• from C•••••• P•••••••• M••••••••• L•••••
Nov 21, 2024 · RIA to RIA

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 joined from C•••••• P•••••••• M••••••••• L•••••
Dec 3, 2024 · Topeka, Ks

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

O••••••••• J•••• P•••••• · Ccocontrol
since 08/2024 · owns less than 5%
T•••••• R•••• A•• · Ownercontrol
since 08/2024 · owns less than 5%
O••••••••• J•••• P•••••• · Ownercontrol
since 01/2011 · owns 75% or more of O•••••• I••

Entity owners

O•••••• I•• · Corporation
direct · owns 75% or more

Related persons

Schedule D 7.A

C•••••• P•••••••• M••••••••• L•••••
investment advisernRAUM $175M

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Overland Park, Ks · principal	4	1	0

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Accounts · 488 to 519
Nov 12, 2025 to Mar 30, 2026
Advisory employees · 3 to 4
Nov 12, 2025 to Mar 30, 2026
HNW clients · 67 to 68
Nov 12, 2025 to Mar 30, 2026
Individual clients · 78 to 114
Nov 12, 2025 to Mar 30, 2026
State-registered IARs · 3 to 4
Nov 12, 2025 to Mar 30, 2026
Discretionary RAUM · $146M to $179M
Nov 12, 2025 to Mar 30, 2026
HNW RAUM · $114M to $122M
Nov 12, 2025 to Mar 30, 2026
Individual RAUM · $23.3M to $29.7M
Nov 12, 2025 to Mar 30, 2026
Pension RAUM · $8.7M to $9.3M
Nov 12, 2025 to Mar 30, 2026
RAUM · $146M to $179M
Nov 12, 2025 to Mar 30, 2026
Accounts · 467 to 488
Jan 13, 2025 to Feb 27, 2025
HNW clients · 50 to 67
Jan 13, 2025 to Feb 27, 2025
Individual clients · 97 to 78
Jan 13, 2025 to Feb 27, 2025
Financial planning clients · 26-50 to 26-50
Jan 13, 2025 to Feb 27, 2025
Discretionary RAUM · $121M to $146M
Jan 13, 2025 to Feb 27, 2025
HNW RAUM · $86.8M to $114M
Jan 13, 2025 to Feb 27, 2025
Individual RAUM · $26.3M to $23.3M
Jan 13, 2025 to Feb 27, 2025
Pension RAUM · $7.5M to $8.7M
Jan 13, 2025 to Feb 27, 2025
RAUM · $121M to $146M
Jan 13, 2025 to Feb 27, 2025
Related adviser · true to false
Jan 13, 2025 to Feb 27, 2025
Related adviser · false to true
Aug 15, 2024 to Aug 23, 2024

Signals

2 dated events

2 advisors left C•••••• P•••••••• M••••••••• L••••• (Topeka, KS) for C••••••••• P•••••••• M••••••••• on the same day
Dec 3, 2024 · Team lift-out · derived
C••••••••• P•••••••• M••••••••• filed its initial SEC registration (Form ADV)
Aug 15, 2024 · 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: 816-471-5556reportedpublished by the firm, firm site, Sep 16, 2026
Business phone: 866-580-1945reportedpublished by the firm, firm site, Sep 16, 2026
Website: cpm-llc.comreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone: 816-471-5556reportedpublic record, Form ADV, Jul 1, 2026
Contact form: cpm-llc.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
Team page: cpm-llc.com/teamreportedpublished 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: $44.7Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026