Wealth manager, wrap-program sponsor · Atlanta, GA
CPC Advisors, LLC
SEC-registered investment adviser · CRD 111025 · SEC 801-11913
At a glance
CPC Advisors, LLC is an SEC-registered investment adviser based in Atlanta, Georgia, with $1.7 billion in regulatory assets under management as of its Form ADV filed September 9, 2026. Its largest client group by assets is individuals, and it reports 934 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 922nd of 8,915 wealth managers and 4,005th of 17,210 SEC-registered advisers by assets.
Main office 404-879-3000cpcadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.7B
- Rank among wealth managers
- #922 of 8,915
- Rank among all SEC RIAs
- #4,005 of 17,210
- Rank in Georgia
- #73 of 331
- Individual clients
- 934
- High-net-worth clients
- 105
- Accounts
- 2,588
- Discretionary
- 99% of AUM
- Employees
- 30
- Advisory staff
- 16
- Offices
- 4
Owners and executives on its Form ADV
- Varun K. MarneniPresident / Ceo/chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
CPC Advisors, LLC is a hybrid RIA: 21 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Raymond James Financial Services as the broker-dealer its advisers are registered with.
Portfolio Management Services Persons associated with our firm are registered representatives of Raymond James Financial Services, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 829 | $892M | 53% |
| High-net-worth individuals | 105 | $640M | 38% |
| Corporations or other businesses | 21 | $107M | 6% |
| Charitable organizations | 6 | $19M | 1% |
| Pension and profit sharing plans | 20 | $17M | 1% |
Disciplinary disclosures
CPC Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗cpcadvisors.com ↗
AtlasMembers
The full record on CPC Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 2,317 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 6Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does CPC Advisors, LLC manage?
CPC Advisors, LLC reports $1.7 billion in regulatory assets under management across 2,588 accounts, 99% of it on a discretionary basis, on its Form ADV filed September 9, 2026.
What kind of firm is CPC Advisors, LLC?
CPC Advisors, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are CPC Advisors, LLC’s clients?
By assets, its largest client types are individuals ($892 million, 829 clients); high-net-worth individuals ($640 million, 105 clients); corporations or other businesses ($107 million, 21 clients).
Does CPC Advisors, LLC have any disciplinary history?
CPC Advisors, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is CPC Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-09), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →