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CPC ADVISORS, LLC

ATLANTA, GA · CRD 111025 · IAPD ↗ · 404-879-3000

$1.68BRegulatory AUM
16Advisory reps
30Employees
9Clients
101-250Planning clients
0Private funds
31States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
August 2026 — CPC ADVISORS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2026 — CPC ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
February 2026 — CPC ADVISORS, LLC shrank from 22 to 17 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
December 2025 — CONSOLIDATED PLANNING CORPORATION is now doing business as CPC ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
53
May 2025 — CONSOLIDATED PLANNING CORPORATION notice-filed in CT, MS, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
May 2025 — CONSOLIDATED PLANNING CORPORATION reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
66
May 2025 — CONSOLIDATED PLANNING CORPORATION reported RAUM up 33% ($1.58B -> $2.10B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
November 2024 — CONSOLIDATED PLANNING CORPORATION notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
83
May 2024 — CONSOLIDATED PLANNING CORPORATION grew from 9 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
February 2024 — CONSOLIDATED PLANNING CORPORATION notice-filed in MD.
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.