CRD: 111025
CPC Advisors, LLC
Atlanta, GA, 30309
4048793000
$1.7B Total AUM
$1.7B Disc. AUM
9.1% 3Y CAGR
29 Employees
990 ADV. Clients
49 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-06-1976
- Office Locations
- 3
Office Locations
12610 Race Track Road Suite 275b Tampa FL
1475 Peachtree St. NE Suite 750 Atlanta GA
3201 S. Cherokee Lane Suite 340 Woodstock GA
About CPC Advisors, LLC
CPC Advisors, LLC is a Atlanta-based RIA with 3 offices. The firm has been operating for 49 years. Managing $1.7B in total assets under management, with 17 advisory representatives. They custody assets with Raymond James. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
46 AVG AGE
$98.6M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
7.1 yrs AVG TENURE
29 Employees
17 Advisory Reps
17 RIA Reps
49yrs Firm Age
Insights
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Asset Classes
Vertex focus Capital Glacier Zenith Horizon pioneer Focus foundation
Investment Themes
Optima Beacon legacy Summit
Investment Vehicles
Horizon eagle
Services
Radial horizon Wave Vertex Harbor alpha Peak bridge
Owner & Executives
VARUN KALYAN MARNENI
Chief Compliance Officer, Chief Executive Officer, President, Vice President
- CRD
- #5986060
- Ownership
- Less than 5%
(496) 607-4687
harbor.capital@momentumcapital.com
in linkedin.com/in/north-legacy
Showing 1 of 1 owners & executives
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Kyleigh Michelle Cobett
--
- CRD
- #5841337
(859) 202-5766
fusion.prime@optimacapital.com
in linkedin.com/in/value-zenith
BLAKE ANTHONY FLOOD
Vice President
- CRD
- #2485222
(326) 584-8221
glacier.delta@atlascapital.com
in linkedin.com/in/summit-prime
S
Summit matrix
Wave zenith matrix
- CRD
- #69157
(556) 620-7870
pathway.beacon@legacycapital.com
in linkedin.com/in/insight-zenith
Showing 2 of 17 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,655,567,412 | $646,201 |
| Non-Discretionary | $19,874,230 | $764,393 |
| Total | $1,675,441,642 | $647,389 |
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Separately Managed Accounts
Total SMA Asset: $1,675,441,642
Public Funds:
7.2% Equity - Exchange:
22.0% Cash:
11.3% Municipal Bonds:
14.0% Equity - OTC:
19.5% U.S. Government/Agency:
26.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $368,784,071 | 7.2% |
| Equity - Exchange | $1,126,840,217 | 22.0% |
| Cash | $578,786,111 | 11.3% |
| Municipal Bonds | $717,080,138 | 14.0% |
| Equity - OTC | $998,790,192 | 19.5% |
| U.S. Government/Agency | $1,331,720,256 | 26.0% |
| Total | $5,122,000,985 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL UNISON FOCUS | QUANTUM PATHWAY | KPH42BIRJ | MCF | 3.93% | $62,068,517 |
| PEAK SIGNAL | FOCUS SIGNAL | XGZCD87HW | NJC | 2.76% | $19,252,755 |
| BEACON BEACON | SIGNAL SIGNAL | 871NFFAW5 | HUCU | 6.94% | $106,643,491 |
| BRIDGE UNISON | PATHWAY FOUNDATION | RW4AI3CYB | XOKI | 1.39% | $53,013,104 |
| BEACON INSIGHT | FOUNDATION EAGLE | OMPYGV9WZ | HIO | 10.46% | $12,455,753 |
| INSIGHT FUSION VALUE | SUMMIT ALPHA | 4VHRD287Z | MUU | 12.59% | $50,412,141 |
| TIMBER RADIAL FOCUS | HORIZON PRIME | HYC6WRXQ6 | GUW | 8.53% | $93,644,392 |
| UNISON ALPHA OAK | EAGLE EAGLE | YSR4U2TQQ | LIN | 4.99% | $51,896,719 |