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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-07-2001
- Office Locations
- 1
Office Locations
About CPA Group Investment Management, LLC
CPA Group Investment Management, LLC is a Panama City, FL advisory firm providing investment management and financial planning with an emphasis on tax planning and CPA/accounting support. The practice focuses on individuals and families, including business owners and entrepreneurs, building diversified portfolios primarily with public funds and ETFs (with limited use of private funds and government/agency bonds). Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Jennifer Ray Davidson
Managing Member
- CRD
- --
- Ownership
- 25% but less than 50%
DOUGLAS MARK GUSMUS
Associate, Chief Compliance Officer, Managing Member
- CRD
- #3227084
- Ownership
- 25% but less than 50%
Peak matrix
North radial
- CRD
- #54120
- Ownership
- 9.6%
Showing 2 of 3 owners & executives
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Jeremy Ryan Senterfitt
--
- CRD
- #8185616
Showing 1 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,700,000 | -- |
| Non-Discretionary | $2,300,000 | -- |
| Total | $41,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,448,351,436 | 30.9% |
| Equity - Exchange | $1,228,137,451 | 15.5% |
| Private Funds | $2,020,484,194 | 25.5% |
| U.S. Government/Agency | $2,226,494,348 | 28.1% |
| Total | $7,923,467,429 | 100.0% |