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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 22, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SULLIVAN, GERALD, LONG | I | MANAGING MEMBER | D | Control |
| SULLIVAN, GERALD, LONG | I | MANAGING MEMBER | D | Control |
| SULLIVAN, GERALD, LONG | I | MANAGING MEMBER | D | Control |
| SULLIVAN, GERALD, LONG | I | MANAGING MEMBER | D | Control |
| SULLIVAN, GERALD, LONG | I | MANAGING MEMBER | D | Control |
| SULLIVAN, GERALD, LONG | I | MANAGING MEMBER | D | Control |
| SULLIVAN, GERALD, LONG | I | MANAGING MEMBER | D | Control |
| TAYLOR, TAZEWELL, GIFFORD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| TAYLOR, TAZEWELL, GIFFORD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| TAYLOR, TAZEWELL, GIFFORD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| TAYLOR, TAZEWELL, GIFFORD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| TAYLOR, TAZEWELL, GIFFORD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| TAYLOR, TAZEWELL, GIFFORD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| TAYLOR, TAZEWELL, GIFFORD | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Mar 22, 2022 REGISTERED
Notice Filings (2)
NC VA
Address
5544 GREENWICH ROADSUITE 107
VIRGINIA BEACH, VA 23462
United States
Phone: 757-497-4425