C
$86.6M Total AUM
$86.6M Disc. AUM
-- 3Y CAGR
2 Employees
141 ADV. Clients
26 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Folio Investments · Interactive Brokers
- Clients
- Retail
- Platforms
- Legacy alpha
- Established Date
- 03-23-2000
- Office Locations
- 1
Office Locations
7373 E. Doubletree Ranch Rd. #255 Scottsdale AZ
About CPA Advisory Services, P.c.
CPA Advisory Services, P.C. is a Scottsdale, AZ investment advisory firm serving retail clients, with a stated focus on entrepreneurs. The team provides financial planning and portfolio construction alongside tax, estate, and business-succession planning, and leans on ETFs and index funds with meaningful fixed-income exposure. Primary custody includes Charles Schwab (also Interactive Brokers).
Team overview
-- AVG AGE
$43.3M AVG AUM / ADVISOR
$614.1K AVG AUM / CLIENT
25.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
26yrs Firm Age
Insights
Unlock to compare peer behavior around signal momentum.
Open the full profile to inspect shifts in matrix delta.
Full visibility includes strategy notes for focus atlas glacier.
See the complete signal summary connected to pioneer peak.
Open the full profile to inspect shifts in crest horizon.
Unlock to see real insight on horizon harbor horizon.
Unlock to see real insight on unison horizon harbor.
Request access to benchmark trends tied to vertex.
Asset Classes
Meridian Prime Legacy glacier Peak beacon Optima
Client Personas
Matrix
Custodian
Radial legacy
Investment Themes
Ridge ridge Crest quantum
Investment Vehicles
Horizon zenith Delta
Services
Ridge Frontier pioneer Horizon oak Horizon matrix Matrix alpha Crest Vector capital Pathway unison Horizon peak
Technology
Momentum eagle
Owner & Executives
K
KENNETH ROBERT COUNCIL
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2918365
- Ownership
- 75% or more
(951) 473-4008
crest.beacon@radialcapital.com
in linkedin.com/in/capital-vertex
Showing 1 of 1 owners & executives
Unlock allContacts
L
LES NESMITH
Investment Advisor
- CRD
- #3187322
(697) 545-3763
north.element@embercapital.com
in linkedin.com/in/eagle-glacier
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,587,890 | -- |
| Non-Discretionary | $0 | -- |
| Total | $86,587,890 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $86,587,890
Equity - Exchange:
21.2% U.S. Government/Agency:
9.3% Public Funds:
9.1% Cash:
21.2% Corporate - Investment Grade:
17.2% Municipal Bonds:
5.2% Derivatives:
16.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,190,289,289 | 21.2% |
| U.S. Government/Agency | $522,155,207 | 9.3% |
| Public Funds | $510,926,063 | 9.1% |
| Cash | $1,190,289,289 | 21.2% |
| Corporate - Investment Grade | $965,706,404 | 17.2% |
| Municipal Bonds | $291,957,750 | 5.2% |
| Derivatives | $943,248,115 | 16.8% |
| Total | $5,614,572,117 | 100.0% |