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- Custodian
- Axos · Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-27-2008
- Office Locations
- 16
Office Locations
About CPR Investments INC
CPR Investments Inc. is an RIA providing holistic financial planning and insurance-based solutions, including life and long-term care insurance, legacy/estate and charitable planning, debt and college funding strategies, and investment planning. Portfolios emphasize asset allocation using ETFs and mutual funds, with annuities also in the mix. Notable for a client-facing personal financial website and a multi-office presence.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHARLES PAUL REINHOLD
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1464960
- Ownership
- 75% or more
ROBERT BURNS AUSDAL JR
Consultant, EXECUTIVE VICE PRESIDENT
- CRD
- #734479
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Reza Akbari
Registered Investment Advisor
- CRD
- #7462211
JAMES RICHARD ARNHOLT
Investment Advisor Representative
- CRD
- #1634768
Showing 2 of 25 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $238,785,216 | $122,203 |
| Non-Discretionary | $0 | -- |
| Total | $238,785,216 | $122,203 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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