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- Custodian
- Assetmark · Broadridge · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-06-1989
- Office Locations
- 2
Office Locations
About CPS Investment Advisors
CPS Investment Advisors is an independent, fiduciary financial advisory firm founded by CPAs and headquartered in Lakeland, Florida. The firm provides holistic financial planning and wealth management for long-term goals, serving individuals and families including retirees and business owners. Recommendations are commission-free and can draw from a broad set of investment vehicles; portfolios are heavily implemented with ETFs.
Team overview
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Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PETER CHARLES GOLOTKO
DIRECTOR, President
- CRD
- #3032495
- Ownership
- 50% but less than 75%
MICHAEL AARON RISKIN
DIRECTOR, TREASURER, Vice President
- CRD
- #5762338
- Ownership
- 25% but less than 50%
Showing 2 of 7 owners & executives
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Richard David Bernard
Financial Advisor
- CRD
- #6762344
GARY ELDON CLARK
FINANCIAL ANALYST
- CRD
- #5517652
Showing 2 of 21 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,882,463,173 | $391,639 |
| Non-Discretionary | $5,856,982 | $1,464,246 |
| Total | $2,888,320,155 | $392,222 |
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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 |
| Private Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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