| Name | Title | Ownership | Since |
|---|---|---|---|
| C2p Enterprises, LLC Control | Sole Member | Over 75% | 2018 |
| David Matthew Alison Control | President | Under 5% | 2021 |
| Jason L Smith Control | Ceo | Under 5% | 2020 |
C2p Capital Advisory Group, LLC reports $3.7 billion in regulatory assets under management on its Form ADV.
C2p Capital Advisory Group, LLC reports 202 employees.
C2p Capital Advisory Group, LLC is based in Westlake, OH and has been SEC-registered since 2011.
C2p Capital Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 30400 Detroit Road, Suite 201, Westlake, OH 44145 |
| Phone | 888-240-0064 |
| Fax | 440-848-8656 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $3.68B |
| Non-discretionary | $0 |
| Total (RAUM) | $3.68B |