CPA Group Investment Management

CPA GROUP INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser in PANAMA CITY, FL. The firm manages $41 million in assets, $39 million on a...

CPA Group Investment Management

CPA GROUP INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser in PANAMA CITY, FL. The firm manages $41 million in assets, $39 million on a discretionary basis. It has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Year founded

—

AUM

Undisclosed

Location

Region

—

Country

—

City

—

Corporate office

—

Who runs investment decisions at CPA Group Investment Management?

No named investment professionals or principals have been identified in public sources. The firm's investment leadership is not disclosed in any known filings, press releases, or journalistic coverage.

What investment strategies does CPA Group Investment Management use?

The firm has not publicly disclosed its investment strategy, target asset classes, or sector focus. Based on its name and registration type, it may offer traditional asset management services, but specific strategy details are unavailable from open sources.

Does CPA Group Investment Management serve family offices or institutions?

There is no public information on its client base or service structure. The firm could serve a range of clients from individual investors to institutional allocators, but no client list or case studies are publicly available.

Is CPA Group Investment Management affiliated with a larger financial group?

No parent company or affiliation has been disclosed. The firm's name suggests a possible link to accounting or professional services, but no public documents confirm this.

How can one verify the firm's regulatory standing?

The firm is registered as an investment advisor in the United States, but specific registration details, including the SEC or state registration, were not captured. A formal search on the SEC's Investment Adviser Public Disclosure (IAPD) website would be required for up-to-date status.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.