Cpc Advisors, Llc
- Regulatory AUM
- $1.7B
- Discretionary
- $1.7B
- Clients
- 981
- Avg AUM / client
- $1.7M
- Accounts
- 2,588
- Employees
- 31
AUM over time
Annual snapshots from Form ADV filings · as of Jul 27, 2026
Investments (13F portfolio — 144 positions, $616,748,677)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | T Rowe Price Etf Inc | CAP APPRECIATION | $64,852,708 | 1,822,217 | 10.5% | 3.87% |
| 2 | Amplify Etf Tr | CWP ENHANCED DIV | $54,962,326 | 1,225,470 | 8.91% | 3.28% |
| 3 | American Centy Etf Tr | US EQT ETF | $54,616,090 | 491,240 | 8.86% | 3.26% |
| 4 | Capital Group Intl Focus Eqt | SHS CREATION UNI | $38,408,276 | 1,302,417 | 6.23% | 2.29% |
| 5 | Hartford Fds Exchange Traded | SCHRDRS TAX BD | $38,391,349 | 2,020,597 | 6.22% | 2.29% |
| 6 | Unified Ser Tr | BALLAST SMLMD CP | $30,440,576 | 674,688 | 4.94% | 1.82% |
| 7 | Pimco Etf Tr | 25YR+ ZERO U S | $27,139,094 | 423,982 | 4.4% | 1.62% |
| 8 | Schwab Strategic Tr | FUNDAMENTAL US L | $23,320,777 | 837,371 | 3.78% | 1.39% |
| 9 | Wisdomtree Tr | US MIDCAP FUND | $17,632,389 | 262,309 | 2.86% | 1.05% |
| 10 | Invesco Exch Traded Fd Tr Ii | S&P SMALLCAP 600 | $16,112,154 | 319,178 | 2.61% | 0.96% |
| 11 | Ishares Tr | MSCI USA MMENTM | $13,983,798 | 58,268 | 2.27% | 0.83% |
| 12 | Apple Inc | COM | $9,796,467 | 38,601 | 1.59% | 0.58% |
| 13 | Comfort Sys Usa Inc | COM | $7,125,634 | 5,167 | 1.16% | 0.43% |
| 14 | Verizon Communications Inc | COM | $6,188,997 | 123,287 | 1.0% | 0.37% |
| 15 | Caseys Gen Stores Inc | COM | $6,034,188 | 8,290 | 0.98% | 0.36% |
| 16 | Ishares Tr | CORE S&P SCP ETF | $5,906,344 | 47,513 | 0.96% | 0.35% |
| 17 | Microsoft Corp | COM | $5,658,482 | 15,287 | 0.92% | 0.34% |
| 18 | Cardinal Health Inc | COM | $5,499,318 | 26,025 | 0.89% | 0.33% |
| 19 | Philip Morris Intl Inc | COM | $5,432,940 | 32,859 | 0.88% | 0.32% |
| 20 | Ishares Tr | RUS 1000 GRW ETF | $5,191,846 | 12,176 | 0.84% | 0.31% |
| 21 | Broadcom Inc | COM | $5,027,588 | 16,243 | 0.82% | 0.3% |
| 22 | Bank New York Mellon Corp | COM | $5,012,793 | 42,255 | 0.81% | 0.3% |
| 23 | Spdr Series Trust | STATE STREET SPD | $4,915,570 | 53,640 | 0.8% | 0.29% |
| 24 | Goldman Sachs Group Inc | COM | $4,908,898 | 5,802 | 0.8% | 0.29% |
| 25 | Cisco Sys Inc | COM | $4,861,965 | 62,662 | 0.79% | 0.29% |
Top 25 of 144 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 829 | $892M | 53.3% |
| High net worth individuals | 105 | $640M | 38.2% |
| Pension and profit sharing plans | 20 | $17.1M | 1.02% |
| Charitable organizations | 6 | $18.6M | 1.11% |
| Corporations and other businesses | 21 | $107M | 6.41% |
People (20)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hines, Michael, Lee | President/Founder | Jul 1975 (51y) | 75% or more | |
| Blake Anthony Flood | Shareholder/Senior Vice President/Advisor | CFP | Aug 1998 (28y) | 5% – 10% |
| Adele Versie Gipson | Shareholder/Financial Advisor | CFP CFA | Jun 2008 (18y) | Less than 5% |
| Hines, Sheila, Kay | Shareholder/Customer Services Manager | Aug 2008 (18y) | Less than 5% | |
| Varun Kalyan Marneni | Shareholder/Executive Vice President | May 2015 (11y) | Less than 5% | |
| David Griffin Hunter | Shareholder/Director Of Research & Investments | Jul 2016 (10y) | Less than 5% | |
| Gregory Paul Phillips | Chief Compliance Officer | Nov 2023 (3y) | Less than 5% | |
| Michael Joseph Mccool | Registered representative | CFP | Aug 2007 (19y) | |
| Trevor Kent Thompson | Registered representative | CFP | May 2017 (9y) | |
| Nicholas Joseph Hughes | Registered representative | Aug 2022 (4y) | ||
| Daren Meliton Sexton | Registered representative | Nov 2022 (4y) | ||
| Geri Lynn Lanning | Registered representative | CFP | Nov 2022 (4y) | |
| Patricia Ann Hayton | Registered representative | Nov 2022 (4y) | ||
| Toni Marie Perez | Registered representative | Nov 2022 (4y) | ||
| Kyleigh Michelle Cobett | Registered representative | Jan 2024 (3y) | ||
| Brooks T Garrett | Registered representative | CFA | Feb 2024 (2y) | |
| Sarah Benton Walker | Registered representative | May 2024 (2y) | ||
| Krista Elder Pritchett | Registered representative | Jul 2024 (2y) | ||
| Joshua Ben Voisine | Registered representative | CFP | Apr 2025 (1y) | |
| Allen Paul Petway | Registered representative | CFP | Jul 2026 (0y) |
Undisclosed: 0% – 20% 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) | 07/09/2026 | 1.03 MB | 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
- • Other fees
- • THIRD-PARTY ADVISORY FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Raymond James $544M (32% of AUM) Jul 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: Jul 27, 2026.
View current Form ADV (SEC/IAPD) ↗