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CPS INVESTMENT ADVISORS

LAKELAND, FL · CRD 104914 · IAPD ↗ · 863-688-1725

$2.89BRegulatory AUM
21Advisory reps
60Employees
0Clients
0Planning clients
0Private funds
30States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — CPS INVESTMENT ADVISORS notice-filed in AR, IN, LA, NE, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — CPS INVESTMENT ADVISORS notice-filed in CT, IA, OR, WA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.