SourcingSourcing

CPR INVESTMENTS INC

B59
CRD 139067·SEC 801-112038·ROCHESTER, MI
AUM
$238.8M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$716K
@ 30% margin
Est. Deal Value
$5.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CPR INVESTMENTS INC
CRD
139067
SEC file #
801-112038
EIN
272001376
DBA names
—

Economics

AUM
$238.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$144.7M → $238.8M▲ +65%
Client mix
Individuals Other1,127
Individuals High Net Worth38
Pension Profit Sharing Plans5
Corporations2

Operations

Employees (total)
24
Advisory staff (per ADV)
24
Advisory staff (5-yr trend)
'20'26
30 advisors → 24 advisors▼ -20%
Primary office
ROCHESTER MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
linkedin.com/in/gary-lloyd-ii-3360905(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
REINHOLD, CHARLES, PAUL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
REINHOLD, CHARLES, PAUL
CHILDREY, JOSEPH, BRIAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:cpr.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001775053
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-02-11
Edgar Last Filing Date
2026-04-16
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-16
Accession0001214659-26-004748

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
5
Bc Firm Active IA Count
24
Bc Firm IAR Count
24
Custodian Candidates
Full
Charles Schwab6
E*trade4
Axos Advisor Services2
Edgar Addresses
Mailing
1600 PARKDALE ROAD STE 201ROCHESTER, MI 48307
Business
1600 PARKDALE ROAD STE 201ROCHESTER, MI 48307
Edgar EIN
272001376
Edgar Recent Filings
13F-HR2026-04-16 · 0001214659-26-004748
13F-HR2026-01-14 · 0001214659-26-000457
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1464960
Trust Company Affiliate
No

People (25)

25
REINHOLD, CHARLES, PAUL
IAR · Direct Owner · 87.5%
1464960
REINHOLD, JUSTIN, PAUL
IAR · Executive Officer · 2.5%
6108538
AUSDAL, ROBERT, BURNS
IAR · Executive Officer · 2.5%
734479
CHILDREY, JOSEPH, BRIAN
IAR · Executive Officer · 2.5%
1811921
REINHOLD, NANCY, LYNN
Executive Officer · 2.5%
1627682
Robert Luke Elliston
IAR
7187130
Nicholas Paul Perkins
IAR
7072122
JAMES RICHARD ARNHOLT
IAR
1634768
JOHN ANTHONY PERKO
IAR
2890960
PATRICIA IVETTE GOMEZ
IAR
2793535
JOSEPH HENRY BORCHERS
IAR
1863817
LANCE BURTON WHITNEY
IAR
4960943
JOSEPH J LAROCCA
IAR
6007845
GARY LYNN LLOYD
IAR
5768051
Mark James Smith
IAR
7504195
JOHN ROBERT FAWCETT
IAR
4464994
KRISTIN MICHELLE MENZ-YIANNI
IAR
5380251
JANELL LAULEAN DENK
IAR
2067089
FRED WILLIAM FREIMARK
IAR
2157847
BRUCE ROBERT DENK
IAR
5420685
CHRISTOPHER ANDREW CRAWFORD
IAR
5972954
BOBBY L BURNS
IAR
6530300
ADAM JOHN SIMON
IAR
5663201
KENDRA KAY SIMON
IAR
4098173
Reza Akbari
IAR
7462211