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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-02-2007
- Office Locations
- 1
Office Locations
About CTS Consulting, LLC
CTS Consulting, LLC is a Dilworth-based RIA. The firm has been operating for 19 years. Managing $35.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Wells Fargo.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 25 clients, or 25 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on January 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full CTS Consulting, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHAD THOMAS SAPA
Chief Financial Officer, Managing Member
- CRD
- #5354191
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,710,909 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,710,909 | -- |
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Separately Managed Accounts
SMA allocation detail is available
CTS Consulting, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.