Key facts
- CPS INVESTMENT ADVISORS is a other based in LAKELAND, FL.
- CPS INVESTMENT ADVISORS reports $228.3M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 104914- Regulatory AUM
- $228.3M
- Private fund assets
- —
- Private funds
- —
- Staff
- 60
- Registered office
- LAKELAND, FL
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CHAS. P. SMITH & ASSOCIATES, PA, CPA'S).
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Portfolio
Portfolio — not yet on record
No portfolio companies for CPS INVESTMENT ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CPS INVESTMENT ADVISORS's AUM?
- CPS INVESTMENT ADVISORS manages approximately $228.3M in assets.