RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CORRAO, ANTHONY, MARIOIFINANCIAL PLANNING DIRECTOR/PARTNERNA Control
CORRAO, ANTHONY, MARIOIFINANCIAL PLANNING DIRECTOR/PARTNERNA Control
CORRAO, ANTHONY, MARIOIFINANCIAL PLANNING DIRECTOR/PARTNERNA Control
CORRAO, ANTHONY, MARIOIFINANCIAL PLANNING DIRECTOR/PARTNERNA Control
CORRAO, ANTHONY, MARIOIFINANCIAL PLANNING DIRECTOR/PARTNERNA Control
CORRAO, ANTHONY, MARIOIFINANCIAL PLANNING DIRECTOR/PARTNERNA Control
CORRAO, ANTHONY, MARIOIFINANCIAL PLANNING DIRECTOR/PARTNERNA Control
Lupercio, Erica, MarieIBRAND DIRECTOR/PARTNERNA Control
Lupercio, Erica, MarieIBRAND DIRECTOR/PARTNERNA Control
Lupercio, Erica, MarieIBRAND DIRECTOR/PARTNERNA Control
Lupercio, Erica, MarieIBRAND DIRECTOR/PARTNERNA Control
Lupercio, Erica, MarieIBRAND DIRECTOR/PARTNERNA Control
Lupercio, Erica, MarieIBRAND DIRECTOR/PARTNERNA Control
Lupercio, Erica, MarieIBRAND DIRECTOR/PARTNERNA Control
MCCABE, SHAWN, JOSEPHICPALLIANCE DIRECTOR/PARTNERNA Control
MCCABE, SHAWN, JOSEPHICPALLIANCE DIRECTOR/PARTNERNA Control
MCCABE, SHAWN, JOSEPHICPALLIANCE DIRECTOR/PARTNERNA Control
MCCABE, SHAWN, JOSEPHICPALLIANCE DIRECTOR/PARTNERNA Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERE Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERE Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERE Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERE Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERE Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERE Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERE Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERE Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERE Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERE Control
GOLOTKO, PETER, CHARLESIVICE PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERD Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERD Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERD Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERD Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERD Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERD Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERD Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERD Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERD Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERD Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERD Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERD Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERD Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERD Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERD Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERD Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERD Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERD Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERD Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERD Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERD Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERD Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERD Control
GOLOTKO, PETER, CHARLESIPRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERD Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORD Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORD Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORD Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORD Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORD Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORD Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORD Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORD Control
SMITH, CHARLESIPRESIDENT/DIRECTORD Control
SMITH, CHARLES, PHELANIPRESIDENT/TREASURER/DIRECTORD Control
SMITH, CHARLES, PHELANIPRESIDENT/TREASURER/DIRECTORD Control
SMITH, CHARLES, PHELANIPRESIDENT/TREASURER/DIRECTORD Control
SMITH, CHARLES, PHELANIPRESIDENT/TREASURER/DIRECTORD Control
SMITH, CHARLES, PHELANIPRESIDENT/TREASURER/DIRECTORD Control
SMITH, CHARLES, PHELANIPRESIDENT/TREASURER/DIRECTORD Control
SMITH, CHARLES, PHELANIPRESIDENT/TREASURER/DIRECTORD Control
SMITH, CHARLES, PHELANIPRESIDENT/TREASURER/DIRECTORD Control
SMITH, CHARLES, PHELANIPRESIDENT/TREASURER/DIRECTORD Control
SMITH, CHARLES, PHELANIPRESIDENT/TREASURER/DIRECTORD Control
SMITH, CHARLES, PHELANIPRESIDENT/TREASURER/DIRECTORD Control
SMITH, CHARLES, PHELANIPRESIDENT/TREASURER/DIRECTORD Control
SMITH, CHARLES, PHELANIPRESIDENT/TREASURER/DIRECTORD Control
SMITH, CHARLES, PHELANIPRESIDENT/TREASURER/DIRECTORD Control
SMITH, CHARLES, PHELANIPRESIDENT/TREASURER/DIRECTORD Control
SMITH, CHARLES, PHELANIPRESIDENT/TREASURER/DIRECTORD Control
SMITH, CHARLES, PHELANIPRESIDENT/TREASURER/DIRECTORD Control
SMITH, CHARLES, PHELANIPRESIDENT/TREASURER/DIRECTORD Control
SMITH, CHARLES, PHELANIPRESIDENT/TREASURER/DIRECTORD Control
SMITH, CHARLES, PHELANIPRESIDENT/TREASURER/DIRECTORD Control
SMITH, CHARLES, PHELANIPRESIDENT/TREASURER/DIRECTORD Control
ASHLEY, FRANKIVICE PRESIDENT/DIRECTORC Control
ASHLEY,III, FRANK, MARSHIVICE PRESIDENT/DIRECTORC Control
ASHLEY,III, FRANK, MARSHIVICE PRESIDENT/DIRECTORC Control
ASHLEY,III, FRANK, MARSHIVICE PRESIDENT/DIRECTORC Control
ASHLEY,III, FRANK, MARSHIVICE PRESIDENT/DIRECTORC Control
ASHLEY,III, FRANK, MARSHIVICE PRESIDENT/DIRECTORC Control
ASHLEY,III, FRANK, MARSHIVICE PRESIDENT/DIRECTORC Control
ASHLEY,III, FRANK, MARSHIVICE PRESIDENT/DIRECTORC Control
ASHLEY,III, FRANK, MARSHIVICE PRESIDENT/DIRECTORC Control
ASHLEY,III, FRANK, MARSHIVICE PRESIDENT/DIRECTORC Control
ASHLEY,III, FRANK, MARSHIVICE PRESIDENT/DIRECTORC Control
RISKIN, MICHAEL, AARONIVICE PRESIDENT/TREASURER/DIRECTORC Control
RISKIN, MICHAEL, AARONIVICE PRESIDENT/TREASURER/DIRECTORC Control
RISKIN, MICHAEL, AARONIVICE PRESIDENT/TREASURER/DIRECTORC Control
RISKIN, MICHAEL, AARONIVICE PRESIDENT/TREASURER/DIRECTORC Control
RISKIN, MICHAEL, AARONIVICE PRESIDENT/TREASURER/DIRECTORC Control
RISKIN, MICHAEL, AARONIVICE PRESIDENT/TREASURER/DIRECTORC Control
RISKIN, MICHAEL, AARONIVICE PRESIDENT/TREASURER/DIRECTORC Control
RISKIN, MICHAEL, AARONIVICE PRESIDENT/TREASURER/DIRECTORC Control
RISKIN, MICHAEL, AARONIVICE PRESIDENT/TREASURER/DIRECTORC Control
RISKIN, MICHAEL, AARONIVICE PRESIDENT/TREASURER/DIRECTORC Control
RISKIN, MICHAEL, AARONIVICE PRESIDENT/TREASURER/DIRECTORC Control
RISKIN, MICHAEL, AARONIVICE PRESIDENT/TREASURER/DIRECTORC Control
RISKIN, MICHAEL, AARONIVICE PRESIDENT/TREASURER/DIRECTORC Control
BAILEY, NOLEN, BRYANIVICE PRESIDENT/DIRECTORB Control
BAILEY, NOLEN, BRYANIVICE PRESIDENT/DIRECTORB Control
BAILEY, NOLEN, BRYANIVICE PRESIDENT/SECRETARY/DIRECTORB Control
BAILEY, NOLEN, BRYANIVICE PRESIDENT/DIRECTORB Control
BAILEY, NOLEN, BRYANIVICE PRESIDENT/SECRETARY/DIRECTORB Control
BAILEY, NOLEN, BRYANIVICE PRESIDENT/SECRETARY/DIRECTORB Control
BAILEY, NOLEN, BRYANIVICE PRESIDENT/SECRETARY/DIRECTORB Control
BAILEY, NOLEN, BRYANIVICE PRESIDENT/SECRETARY/DIRECTORB Control
BAILEY, NOLEN, BRYANIVICE PRESIDENT/SECRETARY/DIRECTORB Control
BAILEY, NOLEN, BRYANIVICE PRESIDENT/SECRETARY/DIRECTORB Control
BAILEY, NOLEN, BRYANIVICE PRESIDENT/SECRETARY/DIRECTORB Control
BAILEY, NOLEN, BRYANIVICE PRESIDENT/SECRETARY/DIRECTORB Control
BAILEY, NOLEN, BRYANIVICE PRESIDENT/SECRETARY/DIRECTORB Control
BAILEY, NOLEN, BRYANIVICE PRESIDENT/SECRETARY/DIRECTORB Control
BAILEY, NOLEN, BRYANIVICE PRESIDENT/SECRETARY/DIRECTORB Control
BAILEY, NOLEN, BRYANIVICE PRESIDENT/SECRETARY/DIRECTORB Control
GOLOTKO, PETER, CHARLESIDIRECTOR/CHIEF COMPLIANCE OFFICERB Control
GOLOTKO, PETER, CHARLESIDIRECTOR/CHIEF COMPLIANCE OFFICERB Control
GOLOTKO, PETER, CHARLESIDIRECTOR/CHIEF COMPLIANCE OFFICERB Control
GOLOTKO, PETER, CHARLESIDIRECTOR/CHIEF COMPLIANCE OFFICERB Control
GOLOTKO, PETER, CHARLESIDIRECTOR/COMPLIANCE OFFICERB Control
GOLOTKO, PETER, CHARLESIDIRECTOR/CHIEF COMPLIANCE OFFICERB Control
GOLOTKO, PETER, CHARLESIDIRECTOR/CHIEF COMPLIANCE OFFICERB Control
GOLOTKO, PETER, CHARLESIDIRECTOR/CHIEF COMPLIANCE OFFICERB Control
GOLOTKO, PETER, CHARLESITREASURER/DIRECTORB Control
GOLOTKO, PETER, CHARLESIDIRECTOR/CHIEF COMPLIANCE OFFICERB Control
GOLOTKO, PETER, CHARLESIDIRECTOR/CHIEF COMPLIANCE OFFICERB Control
GOLOTKO, PETER, CHARLESIDIRECTOR/CHIEF COMPLIANCE OFFICERB Control
GOLOTKO, PETER, CHARLESIVICE PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERB Control
GOLOTKO, PETER, CHARLESIVICE PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERB Control
GOLOTKO, PETER, CHARLESIVICE PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERB Control
GOLOTKO, PETER, CHARLESIVICE PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERB Control
GOLOTKO, PETER, CHARLESIVICE PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERB Control
GOLOTKO, PETER, CHARLESIVICE PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERB Control
GOLOTKO, PETER, CHARLESIVICE PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERB Control
GOLOTKO, PETER, CHARLESIVICE PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERB Control
GOLOTKO, PETER, CHARLESIVICE PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERB Control
GOLOTKO, PETER, CHARLESIVICE PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICERB Control
LUFFMAN, JAMESISECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINISECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINISECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINISECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINISECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINISECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINISECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINISECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINISECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINISECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINISECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINISECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORB Control
LUFFMAN, JAMES, MARTINIVICE PRESIDENT/SECRETARY/DIRECTORB Control
RISKIN, MICHAEL, AARONITREASURER/DIRECTORB Control
RISKIN, MICHAEL, AARONITREASURER/DIRECTORB Control
RISKIN, MICHAEL, AARONITREASURER/DIRECTORB Control
RISKIN, MICHAEL, AARONITREASURER/DIRECTORB Control
RISKIN, MICHAEL, AARONITREASURER/DIRECTORB Control
RISKIN, MICHAEL, AARONITREASURER/DIRECTORB Control
RISKIN, MICHAEL, AARONITREASURER/DIRECTORB Control
RISKIN, MICHAEL, AARONITREASURER/DIRECTORB Control
RISKIN, MICHAEL, AARONITREASURER/DIRECTORB Control
RISKIN, MICHAEL, AARONITREASURER/DIRECTORB Control
RISKIN, MICHAEL, AARONIVICE PRESIDENT/TREASURER/DIRECTORB Control
RISKIN, MICHAEL, AARONIVICE PRESIDENT/TREASURER/DIRECTORB Control
RISKIN, MICHAEL, AARONIVICE PRESIDENT/TREASURER/DIRECTORB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
ASHLEY, PATRICIA, JILLICHAS P. SMITH & ASSOCIATES, PA, CPA'SF
ASHLEY, PATRICIA, JILLICHAS P. SMITH & ASSOCIATES, PA, CPA'SF
ASHLEY, PATRICIA, JILLICHAS P. SMITH & ASSOCIATES, PA, CPA'SF
ASHLEY, PATRICIA, JILLICHAS P. SMITH & ASSOCIATES, PA, CPA'SF
ASHLEY, PATRICIA, JILLICHAS P. SMITH & ASSOCIATES, PA, CPA'SF
ASHLEY, PATRICIA, JILLICHAS P. SMITH & ASSOCIATES, PA, CPA'SF
ASHLEY, PATRICIA, JILLICHAS P. SMITH & ASSOCIATES, PA, CPA'SF

Registrations

Federal

IA
Mar 28, 2025 REGISTERED

Notice Filings (31)

AL AZ CA CO CT FL GA IA IL IN KY LA MA MD MI MN MO NC NE NH NJ NY OH OR PA SC TN TX VA WA WI

Address

205 EAST ORANGE STREET #310
LAKELAND, FL 33801-4611
United States
Phone: 863-688-1725