CIBC PRIVATE WEALTH ADVISORS, INC.

CRD

109644

SEC file #

801-57986

EIN

364379428

DBA names

—

Economics

AUM

$67.84B

AUM band

$1B+

AUM trajectory

'20 · $25.34B

'21 · $27.07B

'22 · $45.89B

'23 · $73.78B

'25 · $61.11B

'26 · $67.84B

'20'26

$25.34B → $67.84B▲ +168%

sec adv history

Client mix

Individuals Other	6,063
Individuals High Net Worth	2,020
Corporations	427
Charitable Organizations	402
Pension Profit Sharing Plans	309

Operations

Employees (total)

610

Advisory staff (per ADV)

220

Advisory staff (5-yr trend)

'20 · 176 advisors

'21 · 181 advisors

'22 · 186 advisors

'23 · 209 advisors

'25 · 210 advisors

'26 · 220 advisors

'20'26

176 advisors → 220 advisors▲ +25%

sec adv history

Primary office

CHICAGO IL

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/31/2026

vimeo.com/cibcprivatewealth

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

CIBC PRIVATE WEALTH GROUP LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

CIBC PRIVATE WEALTH GROUP LLC

CAMPBELL, GREGORY, BRENT

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

VIMEO.COM

Rdap Domain Creation Date

2004-12-15T08:38:55Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

MarkMonitor Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

68,564

Form 5500 Compensation Trajectory 3y

2025

68,564

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

68,564

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0002011050

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2024-05-15

Edgar Last Filing Date

2026-05-08

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-08

Accession0002011050-26-000005

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	12
Fidelity	4
E*trade	4
Pershing	1
Morgan Stanley	1

adv brochure

Edgar Addresses

Mailing

225 W RANDOLPH ST.SUITE 2425CHICAGO, IL 60606

Business

225 W RANDOLPH ST.SUITE 2425CHICAGO, IL 60606

Edgar EIN

364379428

Edgar Recent Filings

13F-HR2026-05-08 · 0002011050-26-000005

13F-HR2026-02-13 · 0002011050-26-000004

Fee Schedule

Bracket I	70
Bracket Ix	12
Bracket Iv	6
Bracket Xii	4
Bracket Iii	3

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-12-15T08:38:55Z

Rdap Domain Last Changed

2025-11-13T12:01:58Z

Rdap Nameservers

Ns-1463.awsdns-54.orgNs-1886.awsdns-43.co.ukNs-682.awsdns-21.netNs-70.awsdns-08.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate

Yes

IAR · Executive Officer · 2.5%

People (58)

Setty, Kishore

7384938

CAMPBELL, GREGORY, BRENT

IAR · Executive Officer · 2.5%

2777077

Carey, Paul

7091756

CECIL, PHILIP, WAYNE

2470419

Chambers, Trevor, C

4489307

DELMAN, Brian

4315597

FELDMAN, DANIEL, ERIC

MARKWALTER, JOHN, SHEEHAN

2799666

1385997

Pzegeo, Gary

8066920

VASQUEZ, DIANA, KIFARKIS