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CPC MANAGEMENT, LLC

KANSAS CITY, MO · CRD 313413 · IAPD ↗ · cpc.llc · 816-756-2225

$428.0MRegulatory AUM
16Advisory reps
16Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — CPC MANAGEMENT, LLC shrank from 20 to 16 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — CPC MANAGEMENT, LLC crossed $500M in regulatory AUM ($454.2M -> $511.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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