Cdp Financial Group, LLC
● SEC registered since 2026CRD 155725SEC# 801-135676Littleton, CO
Reg. AUM
$100.5M
Employees
2
Accounts
257
Location
Littleton, CO
Cdp Financial Group, LLC assets under management
Cdp Financial Group, LLC is an investment advisory firm registered with the SEC based in Littleton, CO. The firm has been registered since 2026. It reports $100.5 million in regulatory assets under management and employs 2 people.
Cdp Financial Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Joseph Perkins Control | Owner/Managing Member/Cco | Over 75% | 2020 |
Frequently asked questions
How much does Cdp Financial Group, LLC manage?
Cdp Financial Group, LLC reports $100.5 million in regulatory assets under management on its Form ADV.
How many employees does Cdp Financial Group, LLC have?
Cdp Financial Group, LLC reports 2 employees.
Where is Cdp Financial Group, LLC located?
Cdp Financial Group, LLC is based in Littleton, CO and has been SEC-registered since 2026.
Does Cdp Financial Group, LLC disclose fund performance?
Cdp Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 26 W. Dry Creek Circle, Suite 460, Littleton, CO 80120 |
| Phone | 303-794-0706 |
| Fax | 303-794-0408 |
| Office hours | 8a.m. To 4p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$100.5MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$100.5Mregulatory AUM
Discretionary $100.5M