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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Value eagle
- 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.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
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RANDY LEE ALBERTSON
President
- CRD
- #4485212
TERESA B. BRADSHAW
--
- CRD
- #8213449
Capital beacon
Ember north
- CRD
- #74553
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 | -- |
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Separately Managed Accounts
Total SMA Asset: $69,563,889
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,162,826,199 | 20.9% |
| Equity - Exchange | $906,893,160 | 16.3% |
| Cash | $267,060,562 | 4.8% |
| Equity - OTC | $1,390,940,429 | 25.0% |
| Corporate - Investment Grade | $1,146,134,914 | 20.6% |
| U.S. Government/Agency | $689,906,453 | 12.4% |
| Total | $5,563,761,717 | 100.0% |