C2p Capital Advisory Group, LLC
● SEC registered since 2011CRD 156480SEC# 801-72187Westlake, OH
Reg. AUM
$4.39B
Employees
244
Accounts
16,541
Location
Westlake, OH
C2p Capital Advisory Group, LLC assets under management
C2p Capital Advisory Group, LLC is an SEC-registered investment adviser based in Westlake, OH. The firm has been registered since 2011. It reports $4.4 billion in regulatory assets under management and employs 244 people.
C2p Capital Advisory Group, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| C2p Enterprises, LLC Control | Sole Member | Over 75% | 2018 |
| David Matthew Alison Control | President Of Wealth Management / Founding Partner | Under 5% | 2021 |
| Jason L Smith Control | Chief Visionary / Executive Chairman & Founder | Under 5% | 2020 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does C2p Capital Advisory Group, LLC manage?
C2p Capital Advisory Group, LLC reports $4.4 billion in regulatory assets under management on its Form ADV.
How many employees does C2p Capital Advisory Group, LLC have?
C2p Capital Advisory Group, LLC reports 244 employees.
Where is C2p Capital Advisory Group, LLC located?
C2p Capital Advisory Group, LLC is based in Westlake, OH and has been SEC-registered since 2011.
Does C2p Capital Advisory Group, LLC disclose fund performance?
C2p Capital Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 30400 Detroit Road, Suite 201, Westlake, OH 44145 |
| Phone | 888-240-0064 |
| Fax | 440-848-8656 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.39B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 3%
More than 97% of 16,825 advisers
Assets under management
$4.39Bregulatory AUM
Discretionary $4.39B