# CPA Investment Solutions, Inc.

CPA Investment Solutions, Inc. is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 144888
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144888

## About

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

## Questions

### 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.

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

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

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- [Orser Capital Management](https://altss.com/profile/orser-capital-management-llc)
- [Palen Financial LLC](https://altss.com/profile/palen-financial-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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