CPA GROUP INVESTMENT MANAGEMENT, LLC

CRD #114383 SEC #801-60572 PANAMA CITY, FL 850-769-9491

SEC Registered

Total AUM

$33.6M

Discretionary

$33.1M

Employees

Clients

Accounts

Firm Details

Organization Type: Limited Liability Company
State of Formation: Florida
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 15, 2011
Branch Offices: --

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
GUSMUS, DOUGLAS, MARK	I	CHIEF COMPLIANCE OFFICER	NA	Control
GUSMUS, DOUGLAS, MARK	I	CHIEF COMPLIANCE OFFICER	NA	Control
GUSMUS, DOUGLAS, MARK	I	CHIEF COMPLIANCE OFFICER	NA	Control
GUSMUS, DOUGLAS, MARK	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHASTAIN, CURTIS, LORENZO	I	MANAGING PARTNER	C	Control
CHASTAIN, CURTIS, LORENZO	I	MANAGING PARTNER	C	Control
CHASTAIN, CURTIS, LORENZO	I	MANAGING PARTNER	C	Control
GARNER, JIMMY, LEE	I	MANAGING PARTNER	C	Control
GARNER, JIMMY, LEE	I	MANAGING PARTNER	C
GARNER, JIMMY, LEE	I	MANAGING PARTNER	C	Control
MARLER, JERRY, KEITH	I	MANAGING PARTNER	C	Control
MARLER, JERRY, KEITH	I	MANAGING PARTNER	C	Control
MARLER, JERRY, KEITH	I	MANAGING PARTNER	C	Control
TIPTON, DAVID, CLARK	I	MANAGING PARTNER	C	Control
TIPTON, DAVID, CLARK	I	MANAGING PARTNER	C	Control
TIPTON, DAVID, CLARK	I	MANAGING PARTNER	C	Control
CHASTAIN, CURTIS, LORENZO	I	MANAGING PARTNER	B	Control
CHASTAIN, CURTIS, LORENZO	I	MANAGING MEMBER	B	Control
CHASTAIN, CURTIS, LORENZO	I	MANAGING MEMBER	B	Control
CHASTAIN, CURTIS, LORENZO	I	MANAGING MEMBER	B	Control
CHASTAIN, CURTIS, LORENZO	I	MANAGING MEMBER	B	Control
GARNER, JIMMY, LEE	I	MANAGING PARTNER	B	Control
GARNER, JIMMY, LEE	I	MANAGING MEMBER	B	Control
GARNER, JIMMY, LEE	I	MANAGING MEMBER	B	Control
GARNER, JIMMY, LEE	I	MANAGING MEMBER	B	Control
GARNER, JIMMY, LEE	I	MANAGING MEMBER	B	Control
MARLER, JERRY, KEITH	I	MANAGING PARTNER	B	Control
MARLER, JERRY, KEITH	I	MANAGING MEMBER	B	Control
MARLER, JERRY, KEITH	I	MANAGING MEMBER	B	Control
MARLER, JERRY, KEITH	I	MANAGING MEMBER	B	Control
MARLER, JERRY, KEITH	I	MANAGING MEMBER	B	Control
TIPTON, DAVID, CLARK	I	MANAGING PARTNER	B	Control
TIPTON, DAVID, CLARK	I	MANAGING MEMBER	B	Control
TIPTON, DAVID, CLARK	I	MANAGING MEMBER	B	Control
TIPTON, DAVID, CLARK	I	MANAGING MEMBER	B	Control
TIPTON, DAVID, CLARK	I	MANAGING MEMBER	B	Control
ADKINS, THOMAS, MICHAEL	I	PARTNER	A
ADKINS, THOMAS, MICHAEL	I	PARTNER	A
ADKINS, THOMAS, MICHAEL	I	PARTNER	A
ARONSON, KATHLEEN	I	PARTNER	A
ARONSON, KATHLEEN	I	PARTNER	A
BOTTS, NATHAN, OLLIE	I	PARTNER	A
BOTTS, NATHAN, OLLIE	I	PARTNER	A
BOTTS, NATHAN, OLLIE	I	PARTNER	A
BROUGHTON, DOLORES, ANN	I	PARTNER	A
CHASTAIN, CURTIS, LORENZO	I	PARTNER	A
CHASTAIN, CURTIS, LORENZO	I	MANAGING PARTNER	A	Control
CHASTAIN, CURTIS, LORENZO	I	MANAGING PARTNER	A	Control
CHASTAIN, CURTIS, LORENZO	I	PARTNER	A
GARNER, JIMMY, LEE	I	PARTNER	A
GARNER, JIMMY, LEE	I	PARTNER	A
GARNER, JIMMY, LEE	I	PARTNER	A
GARNER, JIMMY, LEE	I	PARTNER	A
GUND, CHARLES, FREDERICK	I	MANAGING PARTNER	A	Control
GUND, CHARLES, FREDERICK	I	MANAGING PARTNER	A	Control
GUND, CHARLES, FREDERICK	I	MANAGING PARTNER	A	Control
GUND, THEODORE, GERARD	I	PARTNER	A
GUND, THEODORE, GERARD	I	PARTNER	A
GUND, THEODORE, GERARD	I	PARTNER	A
GUSMUS, DOUGLAS, MARK	I	MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	A	Control
GUSMUS, DOUGLAS, MARK	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	A	Control
GUSMUS, DOUGLAS, MARK	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	A	Control
GUSMUS, DOUGLAS, MARK	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	A	Control
GUSMUS, DOUGLAS, MARK	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	A	Control
HACHMEISTER, TONI, DARLENE	I	MANAGING PARTNER	A	Control
JACKSON, RONALD, EDWARD	I	MANAGING PARTNER	A	Control
JACKSON, RONALD, EDWARD	I	MANAGING PARTNER	A	Control
JACKSON, RONALD, EDWARD	I	MANAGING PARTNER	A	Control
JOHNSON, DOUGLAS, RAYMOND	I	PARTNER	A
JOHNSON, DOUGLAS, RAYMOND	I	PARTNER	A
MAJOR, HAROLD, L	I	MANAGING PARTNER	A	Control
MAJOR, HAROLD, L	I	MANAGING PARTNER	A	Control
MAJOR, HAROLD, L	I	MANAGING PARTNER	A	Control
MARLER, JERRY, KEITH	I	MANAGING PARTNER	A	Control
MARLER, JERRY, KEITH	I	MANAGING PARTNER	A	Control
MARLER, JERRY, KEITH	I	MANAGING PARTNER	A	Control
MARLER, JERRY, KEITH	I	MANAGING PARTNER	A	Control
MASSEY, WILLIAM, DAVID	I	PARTNER	A
MASSEY, WILLIAM, DAVID	I	PARTNER	A
MCKEAN, EDMUND, WALTER	I	MANAGING PARTNER	A	Control
NOBLE, W	I	PARTNER	A
NOBLE, WILLIAM, GREG	I	PARTNER	A
NOBLE, WILLIAM, GREGG	I	PARTNER	A	Control
SPEED, JAMES	I	PARTNER	A
SPEED, JAMES	I	PARTNER	A
SPEED, JAMES	I	PARTNER	A
TIPTON, DAVID, CLARK	I	MANAGING PARTNER	A	Control
TIPTON, DAVID, CLARK	I	MANAGING PARTNER	A	Control
TIPTON, DAVID, CLARK	I	MANAGING PARTNER	A	Control
TIPTON, DAVID, CLARK	I	MANAGING PARTNER	A	Control

Registrations

Federal

Mar 15, 2011 REGISTERED

Notice Filings (2)

AL FL

Address

501 WEST 19TH STREET
PANAMA CITY, FL 32405
United States

Phone: 850-769-9491