Complete Advisors Plus Llc
- Regulatory AUM
- $84.2M
- Discretionary
- $66.8M
- Clients
- 25
- Avg AUM / client
- $3.4M
- Accounts
- 25
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | — | — |
| High net worth individuals | 16 | $66.8M | 79.4% |
| Pension and profit sharing plans | 9 | $17.4M | 20.6% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Home/Life Services Inc. 401(k) Retirement Plan Home/Life Services Inc. | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Evan Marc Levine | Co Owner And Cco | Chartered Financial Consultant | Feb 2019 (8y) | 50% – 75% |
| Nainesh A Shah | Co Owner | CFA | Feb 2019 (8y) | 50% – 75% |
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Home/Life Services Inc. 401(k) Retirement Plan | Home/Life Services Inc. | 707 | $4.0M | 07/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 906 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $66.8M (79% of AUM) Mar 2026
- American Tcs $17.4M (21% of AUM) Mar 2026
- Mid Atlantic Capital Corporation $11.8M (16% of AUM) Mar 2024
- Pershing $5.8M (9% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗