$100.5M Total AUM
$100.5M Disc. AUM
-- 3Y CAGR
2 Employees
110 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- TimberAtlas
- Established Date
- 06-28-2011
- Office Locations
- 1
Office Locations
26 W. DRY Creek Circle Suite 460 Littleton CO
About CDP Financial Group, LLC
CDP Financial Group, LLC is a Littleton, CO RIA providing comprehensive financial planning and portfolio construction for individuals and families focused on retirement and legacy goals, with support for employer retirement plans. The team emphasizes education and product-agnostic advice and uses Nitrogen (Riskalyze) risk scoring to align allocations; custody includes Charles Schwab.
Team overview
-- AVG AGE
$50.2M AVG AUM / ADVISOR
$913.3K AVG AUM / CLIENT
12.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
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Asset Classes
Meridian insight Quantum
Client Personas
Delta radial
Custodian
Vertex radial Optima insight
Investment Themes
Vector Meridian radial Optima insight North focus
Investment Vehicles
Radial Oak frontier
Platform
Horizon wave
Services
Zenith Timber Foundation Harbor Crest zenith Fusion quantum Frontier fusion Focus harbor Eagle element Vector peak Beacon Harbor vertex
Technology
Timber Pathway catalyst
Owner & Executives
BRIAN JOSEPH PERKINS
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5630932
- Ownership
- 75% or more
(371) 819-3884
atlas.vector@radialcapital.com
in linkedin.com/in/glacier-oak
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C
CRAIG DORIAN PERKINS
Investment Advisor
- CRD
- #865539
(688) 419-3516
alpha.insight@harborcapital.com
in linkedin.com/in/capital-eagle
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,463,661 | $390,909 |
| Non-Discretionary | $0 | -- |
| Total | $100,463,661 | $390,909 |
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Separately Managed Accounts
Total SMA Asset: $100,463,661
Public Funds:
20.1% U.S. Government/Agency:
49.1% Cash:
30.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $509,826,286 | 20.1% |
| U.S. Government/Agency | $1,245,396,549 | 49.1% |
| Cash | $781,226,348 | 30.8% |
| Total | $2,536,449,183 | 100.0% |