Clpf Llc
- Regulatory AUM
- $81.0M
- Discretionary
- $80.6M
- Clients
- 124
- Avg AUM / client
- $653K
- Accounts
- 244
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 113 | $39.1M | 48.3% |
| High net worth individuals | 10 | $41.6M | 51.4% |
| Charitable organizations | 1 | $212K | 0.26% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The People To People Health Foundation, Inc. Pension Plan The People To People Foundation, Inc. Project Hope Health Sciences Ed | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Lee Price | Ceo/Cco | Chartered Financial Consultant | Dec 2020 (6y) | 75% or more |
| Eugene William Novitski | Registered representative | CFP | Feb 2021 (5y) | |
| Paul F. Kohn | Registered representative | Feb 2021 (5y) |
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The People To People Health Foundation, Inc. Pension Plan | The People To People Foundation, Inc. Project Hope Health Sciences Ed | 12 | $26.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: CONDUCTED INVESTMENT ADVISORY BUSINESS FROM A LOCATION WITHIN THIS STATE WITHOUT THE BENEFIT OF LAWFUL REGISTRATION Status: Final Sanction Detail: IAR PAID FINE IMMEDIATELY IN THE AMOUNT OF $11,250 AND WAS PROPERLY REGISTERED IN ORDER TO CONTINUE ACTING AS AN INVESTMENT ADVISORY REPRESENTATIVE. Summary: IAR PAID FINE IMMEDIATELY IN THE AMOUNT OF $11,250 AND WAS PROPERLY REGISTERED IN ORDER TO CONTINUE ACTING AS AN INVESTMENT ADVISORY REPRESENTATIVE.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SERVICE AND CONSULTING FEES FROM REPRESENTATIVES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Fidelity Brokerage Services $75.2M (93% of AUM) Mar 2026
- Fidelity Distributors Company Llc $66.1M (94% of AUM) Feb 2024
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 11, 2026.
View current Form ADV (SEC/IAPD) ↗