CHAS. P. SMITH & ASSOCIATES, PA, CPA'S

CPS INVESTMENT ADVISORS
LAKELAND, Florida·8 registered advisors·CRD# 104914
SEC# 801-352940863-688-1725
01

Firm Overview

AUM
$2.4B
Regulatory assets under management
Employees
25
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CHAS. P. SMITH & ASSOCIATES, PA, CPA'S

8 registered advisors
Anthony Mario Corrao
LAKELAND, Florida
Charles Phelan Smith
LAKELAND, Florida
Erica Marie Lupercio
LAKELAND, Florida
James Martin Luffman
LAKELAND, Florida
Michael Aaron Riskin
LAKELAND, Florida
Nolen Bryan Bailey
LAKELAND, Florida
Peter Charles Golotko
LAKELAND, Florida
Shawn Joseph Mccabe
LAKELAND, Florida
05

Office Locations

LAKELAND, Florida
8 advisors

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Data sourced from SEC Form ADV filings. CHAS. P. SMITH & ASSOCIATES, PA, CPA'S (CRD# 104914) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.