This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-20-2001
- Office Locations
- 2
Office Locations
About CP Advisors, Inc.
Albertson & Jones, P.A. (CP Advisors, Inc.) is a North Carolina hybrid in-person/remote CPA and advisory firm serving closely held businesses and their owners. The team provides fully outsourced accounting (including the accounting software, bookkeeping, bill pay, payroll, reporting), tax prep and IRS issue resolution, and comprehensive financial and investment planning with an emphasis on tax-efficient asset allocation. Custody includes Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 178 clients, or 35.6 clients per representative. That equates to $390.8K in reported AUM per client.
The profile lists 2 reported office locations and 25 years in operation. The source data was last updated on March 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review CP Advisors, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full CP Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL L. CHESTNUTT
Chief Compliance Officer, Partner, Secretary, TREASURER
- CRD
- #4485213
- Ownership
- 50% but less than 75%
JAMES BERNICE JONES III
Financial Advisor, President
- CRD
- #5174520
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
RANDY LEE ALBERTSON
President
- CRD
- #4485212
TERESA B. BRADSHAW
--
- CRD
- #8213449
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,563,889 | -- |
| Non-Discretionary | $0 | -- |
| Total | $69,563,889 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
CP Advisors, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.