Cpa Asset Management Group, LLC
● SEC registered since 2000CRD 107833SEC# 801-57664West Palm Beach, FL
Reg. AUM
$619.2M
Employees
11
Accounts
491
Location
West Palm Beach, FL
Cpa Asset Management Group, LLC assets under management
Cpa Asset Management Group, LLC is an investment advisory firm registered with the SEC based in West Palm Beach, FL. The firm has been registered since 2000. It reports $619.2 million in regulatory assets under management and employs 11 people.
Cpa Asset Management Group, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bethany Amber Evans Control | Chief Financial Officer/Member | Under 5% | 2025 |
| Hillary Kaitland Knotts | Secretary/Chief Compliance Officer/Member | Under 5% | 2019 |
| James Wesley Johnson | Member | Under 5% | 2025 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Cpa Asset Management Group, LLC manage?
Cpa Asset Management Group, LLC reports $619.2 million in regulatory assets under management on its Form ADV.
How many employees does Cpa Asset Management Group, LLC have?
Cpa Asset Management Group, LLC reports 11 employees.
Where is Cpa Asset Management Group, LLC located?
Cpa Asset Management Group, LLC is based in West Palm Beach, FL and has been SEC-registered since 2000.
Does Cpa Asset Management Group, LLC disclose fund performance?
Cpa Asset Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 501 South Flagler Drive, Suite 220, West Palm Beach, FL 33401 |
| Phone | 561-659-3301 |
| Fax | 561-659-3609 |
| Office hours | 830a.m. - 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1963967 |
| Discloses disciplinary history | No |
Regulatory AUM
$619.2M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$619.2Mregulatory AUM
Discretionary $619.2M