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Clinton Shane Pelfrey

C2P CAPITAL ADVISORY GROUP, LLC·WESTLAKE, Ohio
Series 65Clean record13 years registeredC2P CAPITAL ADVISORY GROUP, LLC
30400 DETROIT ROAD, WESTLAKE, OH 44145CRD# 5975011Firm CRD# 156480

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Clinton Shane Pelfrey · WESTLAKE, OH
Registration
CRD #5975011 · C2P CAPITAL ADVISORY GROUP, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

PROSPERITY CAPITAL ADVISORS
Sep 2012 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 11, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
C2P CAPITAL ADVISORY GROUP, LLC
CRD 156480 · SEC 801-72187
AUM
$2.2B
Regulatory assets under management
Employees
202
9,396 client accounts
Services offered by C2P CAPITAL ADVISORY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at C2P CAPITAL ADVISORY GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Clinton Shane Pelfrey offer?
Clinton Shane Pelfrey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTLAKE, Ohio for a consultation.
What are Clinton Shane Pelfrey's credentials?
Clinton Shane Pelfrey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clinton Shane Pelfrey located?
Clinton Shane Pelfrey is based in WESTLAKE, Ohio, working with C2P CAPITAL ADVISORY GROUP, LLC. Their office serves clients in the WESTLAKE metropolitan area and surrounding communities.
How does Clinton Shane Pelfrey charge for services?
Clinton Shane Pelfrey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is C2P CAPITAL ADVISORY GROUP, LLC?
C2P CAPITAL ADVISORY GROUP, LLC has approximately 202 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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WESTLAKE, OH

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Research
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