CPA Investment Solutions, Inc.

CPA Investment Solutions, Inc. is an SEC-registered investment adviser in Sarasota, FL. The firm manages approximately $49 million in regulatory assets.

CPA Investment Solutions, Inc.

CPA Investment Solutions, Inc. is an SEC-registered investment adviser in Sarasota, FL. The firm manages approximately $49 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Year founded

—

AUM

Undisclosed

Location

Region

—

Country

—

City

—

Corporate office

—

Who runs investment decisions at CPA Investment Solutions, Inc.?

Public records do not name any principals or executives associated with CPA Investment Solutions, Inc. The firm's website and LinkedIn presence are not publicly captured, leaving investment decision-makers unidentified.

What investment strategy does CPA Investment Solutions, Inc. employ?

No strategy disclosure is available for CPA Investment Solutions, Inc. The firm's asset-class mix, stage focus, and deployment approach are not documented in public sources.

Where is CPA Investment Solutions, Inc. headquartered?

The firm's headquarters location is not publicly available from the sources consulted. No city, state, or country of operation has been confirmed.

Is CPA Investment Solutions, Inc. a family office or an asset manager?

The firm is classified as an asset manager in the Altss research record, but no further subtype — such as single-family office or multi-family office — has been confirmed.

What is CPA Investment Solutions, Inc.'s AUM?

CPA Investment Solutions, Inc. does not publicly disclose AUM. The information remains undisclosed in available sources.

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.