Cps Investment Advisors
Lakeland, FL·SEC-registered · CRD #104914
Cps Investment Advisors is an SEC-registered investment advisory firm in Lakeland, FL managing $2.9B across 7.4k client accounts, with 21 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.9B
Client accounts
7.4k
Advisory staff
21
Fee model
Fee-based
How Cps Investment Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Cps Investment Advisors
How much does Cps Investment Advisors manage?
Per its most recent SEC Form ADV filing (03/27/2026), Cps Investment Advisors reports $2.9B in regulatory assets under management across roughly 7.4k client accounts.
How does Cps Investment Advisors charge?
Cps Investment Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Cps Investment Advisors a fiduciary?
Yes. Cps Investment Advisors is registered with the U.S. Securities and Exchange Commission (CRD #104914), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Cps Investment Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Cps Investment Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Lakeland, FL
Profile compiled from Cps Investment Advisors's public SEC Form ADV filing (CRD #104914, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Cps Investment Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Cps Investment Advisors? Claim this profile.