CPA INVESTMENT ADVISORS, L.L.C.
Legal name: CPA INVESTMENT ADVISORS
CRD #116170 SEC #801-110968 VIRGINIA BEACH, VA 757-497-4425
SEC Registered
Total AUM
$278.4M
Discretionary
$278.4M
Employees
3
Clients
--
Accounts
418
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $278.4M | $278.4M | $0 | 3 | 0 |
| Mar 2021 | $231.2M | $231.2M | $0 | 3 | 0 |
| Jun 2020 | $182.1M | $182.1M | $0 | 3 | 0 |
| Mar 2020 | $182.1M | $182.1M | $0 | 3 | 0 |
| Mar 2019 | $154.3M | $154.3M | $0 | 3 | 0 |
| Mar 2018 | $130.9M | $130.9M | $0 | 3 | 181 |
| Jul 2017 | $113.8M | $113.8M | $0 | 3 | 100 |
DateMar 2022
Total AUM$278.4M
Discretionary$278.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$231.2M
Discretionary$231.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$182.1M
Discretionary$182.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$182.1M
Discretionary$182.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$154.3M
Discretionary$154.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$130.9M
Discretionary$130.9M
Non-Disc.$0
Employees3
Clients181
DateJul 2017
Total AUM$113.8M
Discretionary$113.8M
Non-Disc.$0
Employees3
Clients100