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Cpa Asset Management Group, LLC

● SEC registered since 2000CRD 107833SEC# 801-57664West Palm Beach, FL
Export (members)
Reg. AUM
$517.3M
Employees
11
Accounts
468
Location
West Palm Beach, FL

Cpa Asset Management Group, LLC assets under management

Cpa Asset Management Group, LLC is an investment advisory firm registered with the SEC based in West Palm Beach, FL. The firm has been registered since 2000. It reports $517.3 million in regulatory assets under management and employs 11 people.
www.linkedin.com/company/blueocean-capital/aboutView on SEC.gov ↗

Cpa Asset Management Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
Hillary Kaitland KnottsChief Compliance OfficerUnder 5%2019
Mark Bradley Elhilow ControlPresident/Secretary/Managing Member50-75%2002
Ronald Gregory Smith ControlVice President/Managing Member25-50%2007

Frequently asked questions

How much does Cpa Asset Management Group, LLC manage?

Cpa Asset Management Group, LLC reports $517.3 million in regulatory assets under management on its Form ADV.

How many employees does Cpa Asset Management Group, LLC have?

Cpa Asset Management Group, LLC reports 11 employees.

Where is Cpa Asset Management Group, LLC located?

Cpa Asset Management Group, LLC is based in West Palm Beach, FL and has been SEC-registered since 2000.

Does Cpa Asset Management Group, LLC disclose fund performance?

Cpa Asset Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address501 South Flagler Drive, Suite 220, West Palm Beach, FL 33401
Phone561-659-3301
Fax561-659-3609
Office hours830a.m. - 5p.m.
SEC regionMiami Regional Office (MIRO)
CIK1963967
Discloses disciplinary historyNo

Assets under management

Discretionary$517.3M
Non-discretionary$0
Total (RAUM)$517.3M