CRD: 144888
CPA Investment Solutions, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- North
- Established Date
- 07-01-2007
- Office Locations
- 1
Office Locations
About CPA Investment Solutions, Inc.
CPA Financial Solutions (Sarasota, FL) is a CPA-led firm serving business owners, executives, and independent professionals with integrated tax preparation and planning, business advisory (including succession and new-business formation), and personal financial planning (estate and elder care). The affiliated RIA manages portfolios primarily with ETFs and public funds, with Schwab as a key custodian, pairing one-on-one guidance with a comprehensive plan focused on risk management and long-term wealth longevity.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANGELA ROBIN HILLIARD DYCHES
Chief Compliance Officer, Investment Advisor, President
- CRD
- #3099225
- Ownership
- 50% but less than 75%
BENJAMIN SCREVEN DYCHES
Chief Executive Officer
- CRD
- --
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,247,289 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,247,289 | -- |
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Separately Managed Accounts
Total SMA Asset: $49,247,289
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,855,812,154 | 24.5% |
| Cash | $5,718,931,330 | 75.5% |
| Total | $7,574,743,484 | 100.0% |