Cpa Asset Management Group, Llc
- Regulatory AUM
- $619M
- Discretionary
- $619M
- Clients
- 168
- Avg AUM / client
- $3.7M
- Accounts
- 491
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 64 | $23.5M | 3.79% |
| High net worth individuals | 84 | $527M | 85.0% |
| Charitable organizations | 9 | $7.6M | 1.22% |
| Corporations and other businesses | 11 | $61.5M | 9.94% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Bradley Elhilow | President/Secretary/Managing Member | Oct 1997 (29y) | 50% – 75% | |
| Ronald Gregory Smith | Vice President/Managing Member | Jan 2002 (25y) | 25% – 50% | |
| Hillary Kaitland Knotts | Chief Compliance Officer | CFP | Dec 2016 (10y) | Less than 5% |
| James Wesley Johnson | Registered representative | CFP | Mar 2003 (23y) | |
| Bethany Amber Evans | Registered representative | CFP | Apr 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/17/2026 | 972 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $590M (95% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 17, 2026.
View current Form ADV (SEC/IAPD) ↗