SourcingSourcing

CPC ADVISORS, LLC

C22
CRD 111025·SEC 801-11913·ATLANTA, GA
AUM
$1.68B
$1B+
Est. Revenue
$16.8M
@ 1% on AUM
Est. EBITDA
$5.0M
@ 30% margin
Est. Deal Value
$40.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CPC ADVISORS, LLC
CRD
111025
SEC file #
801-11913
EIN
581233970
DBA names
—

Economics

AUM
$1.68B
AUM band
$1B+
AUM trajectory
'20'26
$537.4M → $1.68B▲ +212%
Client mix
Individuals Other829
Individuals High Net Worth105
Corporations21
Pension Profit Sharing Plans20
Charitable Organizations6

Operations

Employees (total)
29
Advisory staff (per ADV)
17
Advisory staff (5-yr trend)
'20'26
10 advisors → 17 advisors▲ +70%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
linkedin.com/company/cpcadvisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CPC HOLDING CO, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
CPC HOLDING CO, LLC
MARNENI, VARUN, KALYAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:cpc.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001805250
Edgar Registered
Yes
Edgar Filing Count
28
Edgar First Filing Date
2020-04-29
Edgar Last Filing Date
2026-04-16
Edgar 13f Count
26
Edgar 13f Latest AUM Estimate
Filing Date2026-04-16
Accession0002085853-26-000393
Edgar Former Names
CONSOLIDATED PLANNING CORP
Consolidated Planning Corp

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
17
Bc Firm Active IA Count
17
Bc Firm IAR Count
17
Custodian Candidates
Full
Raymond James15
E*trade4
Edgar Addresses
Mailing
1475 PEACHTREE ST. NESUITE 750ATLANTA, GA 30309
Business
1475 PEACHTREE ST. NESUITE 750ATLANTA, GA 30309
Edgar EIN
581233970
Edgar Recent Filings
13F-HR2026-04-16 · 0002085853-26-000393
13F-HR2026-01-28 · 0002085853-26-000117
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (17)

17
MARNENI, VARUN, KALYAN
IAR · Executive Officer · 2.5%
5986060
ADELE VERSIE GIPSON
IAR
5175273
MICHAEL JOSEPH MCCOOL
IAR
4408105
TREVOR KENT THOMPSON
IAR
4978856
DAVID GRIFFIN HUNTER
IAR
5308154
BLAKE ANTHONY FLOOD
IAR
2485222
Nicholas Joseph Hughes
IAR
6739513
GERI LYNN LANNING
IAR
7070409
Krista Elder Pritchett
IAR
7397431
GREGORY PAUL PHILLIPS
IAR
2202424
DAREN MELITON SEXTON
IAR
5603052
Kyleigh Michelle Cobett
IAR
5841337
Sarah Benton Walker
IAR
4887235
Patricia Ann Hayton
IAR
3161358
Brooks T Garrett
IAR
7379030
Toni Marie Perez
IAR
6662088
Joshua Ben Voisine
IAR
5354224