CHAS. P. SMITH & ASSOCIATES, PA, CPA'S
Legal name: CPS INVESTMENT ADVISORS
CRD #104914 SEC #801-35294 LAKELAND, FL 863-688-1725
SEC Registered
Total AUM
$2.7B
Discretionary
$2.7B
Employees
60
Clients
10
Accounts
7,030
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.7B | $2.7B | $37.3K | 60 | 1 |
| Jul 2024 | $2.4B | $2.4B | $0 | 25 | 2 |
| Jul 2024 | $2.4B | $2.4B | $0 | 25 | 2 |
| Apr 2024 | $2.4B | $2.4B | $0 | 25 | 2 |
| Mar 2024 | $2.4B | $2.4B | $0 | 25 | 2 |
| Mar 2023 | $2B | $2B | $0 | 21 | 2 |
| Aug 2022 | $2.2B | $2.2B | $0 | 16 | 0 |
| Jul 2022 | $2.2B | $2.2B | $0 | 16 | 0 |
| Jun 2022 | $2.2B | $2.2B | $0 | 16 | 0 |
| Mar 2022 | $2.2B | $2.2B | $0 | 16 | 0 |
| Sep 2021 | $2.1B | $2.1B | $0 | 15 | 0 |
| Sep 2021 | $2.1B | $2.1B | $0 | 15 | 0 |
| May 2021 | $1.7B | $1.7B | $0 | 14 | 0 |
| Mar 2021 | $1.7B | $1.7B | $0 | 14 | 0 |
| Jul 2020 | $1.5B | $1.5B | $0 | 14 | 0 |
| Jun 2020 | $1.5B | $1.5B | $0 | 15 | 0 |
| Jun 2020 | $1.5B | $1.5B | $0 | 15 | 0 |
| May 2020 | $1.5B | $1.5B | $0 | 15 | 0 |
| Mar 2020 | $1.5B | $1.5B | $0 | 15 | 0 |
| Nov 2019 | $1.2B | $1.2B | $0 | 14 | 0 |
| Mar 2019 | $1.2B | $1.2B | $0 | 14 | 0 |
| Oct 2018 | $1.2B | $1.2B | $0 | 13 | 0 |
| Apr 2018 | $1.2B | $1.2B | $0 | 13 | 0 |
| Mar 2018 | $1.2B | $1.2B | $0 | 13 | 0 |
| Oct 2017 | $979.8M | $979.8M | $0 | 11 | 0 |
| Oct 2017 | $979.8M | $979.8M | $0 | 11 | 0 |
| Mar 2017 | $979.8M | $979.8M | $0 | 11 | 3,500 |
| Aug 2016 | $942.7M | $942.7M | $0 | 11 | 3,500 |
| Mar 2016 | $917.4M | $917.4M | $0 | 11 | 3,500 |
| Aug 2015 | $916M | $916M | $0 | 9 | 3,500 |
| Feb 2015 | $916M | $916M | $0 | 10 | 3,500 |
| Jan 2015 | $916M | $916M | $0 | 10 | 3,500 |
| Mar 2014 | $754.8M | $754.8M | $0 | 8 | 2,400 |
| Jun 2013 | $602.1M | $602.1M | $0 | 11 | 2,400 |
| Jun 2013 | $602.1M | $602.1M | $0 | 11 | 2,400 |
| May 2013 | $602.1M | $602.1M | $0 | 11 | 2,400 |
| Apr 2013 | $602.1M | $602.1M | $0 | 11 | 2,400 |
| Jan 2013 | $573.6M | $573.6M | $0 | 11 | 2,400 |
| Nov 2012 | $573.6M | $573.6M | $0 | 11 | 2,400 |
| Mar 2012 | $483M | $483M | $0 | 6 | 2,000 |
| Jan 2011 | $446.9M | $446.9M | $0 | 10 | -- |
| Oct 2010 | $403.2M | $403.2M | $0 | 10 | -- |
| Sep 2010 | $403.2M | $403.2M | $0 | 10 | -- |
| Sep 2009 | $341.9M | $341.9M | $0 | 10 | -- |
| Mar 2009 | $341.9M | $341.9M | $0 | 10 | -- |
| Mar 2008 | $422.3M | $422.3M | $0 | 10 | -- |
| Mar 2008 | $422.3M | $422.3M | $0 | 10 | -- |
| Aug 2007 | $380.8M | $380.8M | $0 | 10 | -- |
| Mar 2007 | $380.8M | $380.8M | $0 | 10 | -- |
| Sep 2005 | $342.9M | $342.9M | $0 | -- | -- |
| Apr 2004 | $309.1M | $309.1M | $0 | -- | -- |
| Mar 2002 | $356.6M | $356.6M | $0 | -- | -- |
DateMar 2025
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$37.3K
Employees60
Clients1
DateJul 2024
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees25
Clients2
DateJul 2024
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees25
Clients2
DateApr 2024
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees25
Clients2
DateMar 2024
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees25
Clients2
DateMar 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees21
Clients2
DateAug 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees16
Clients0
DateJul 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees16
Clients0
DateJun 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees16
Clients0
DateMar 2022
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees16
Clients0
DateSep 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees15
Clients0
DateSep 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees15
Clients0
DateMay 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees14
Clients0
DateMar 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees14
Clients0
DateJul 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees14
Clients0
DateJun 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees15
Clients0
DateJun 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees15
Clients0
DateMay 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees15
Clients0
DateMar 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees15
Clients0
DateNov 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees14
Clients0
DateMar 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees14
Clients0
DateOct 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees13
Clients0
DateApr 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees13
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees13
Clients0
DateOct 2017
Total AUM$979.8M
Discretionary$979.8M
Non-Disc.$0
Employees11
Clients0
DateOct 2017
Total AUM$979.8M
Discretionary$979.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2017
Total AUM$979.8M
Discretionary$979.8M
Non-Disc.$0
Employees11
Clients3,500
DateAug 2016
Total AUM$942.7M
Discretionary$942.7M
Non-Disc.$0
Employees11
Clients3,500
DateMar 2016
Total AUM$917.4M
Discretionary$917.4M
Non-Disc.$0
Employees11
Clients3,500
DateAug 2015
Total AUM$916M
Discretionary$916M
Non-Disc.$0
Employees9
Clients3,500
DateFeb 2015
Total AUM$916M
Discretionary$916M
Non-Disc.$0
Employees10
Clients3,500
DateJan 2015
Total AUM$916M
Discretionary$916M
Non-Disc.$0
Employees10
Clients3,500
DateMar 2014
Total AUM$754.8M
Discretionary$754.8M
Non-Disc.$0
Employees8
Clients2,400
DateJun 2013
Total AUM$602.1M
Discretionary$602.1M
Non-Disc.$0
Employees11
Clients2,400
DateJun 2013
Total AUM$602.1M
Discretionary$602.1M
Non-Disc.$0
Employees11
Clients2,400
DateMay 2013
Total AUM$602.1M
Discretionary$602.1M
Non-Disc.$0
Employees11
Clients2,400
DateApr 2013
Total AUM$602.1M
Discretionary$602.1M
Non-Disc.$0
Employees11
Clients2,400
DateJan 2013
Total AUM$573.6M
Discretionary$573.6M
Non-Disc.$0
Employees11
Clients2,400
DateNov 2012
Total AUM$573.6M
Discretionary$573.6M
Non-Disc.$0
Employees11
Clients2,400
DateMar 2012
Total AUM$483M
Discretionary$483M
Non-Disc.$0
Employees6
Clients2,000
DateJan 2011
Total AUM$446.9M
Discretionary$446.9M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$403.2M
Discretionary$403.2M
Non-Disc.$0
Employees10
Clients--
DateSep 2010
Total AUM$403.2M
Discretionary$403.2M
Non-Disc.$0
Employees10
Clients--
DateSep 2009
Total AUM$341.9M
Discretionary$341.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$341.9M
Discretionary$341.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$422.3M
Discretionary$422.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$422.3M
Discretionary$422.3M
Non-Disc.$0
Employees10
Clients--
DateAug 2007
Total AUM$380.8M
Discretionary$380.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$380.8M
Discretionary$380.8M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$342.9M
Discretionary$342.9M
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$309.1M
Discretionary$309.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$356.6M
Discretionary$356.6M
Non-Disc.$0
Employees--
Clients--