CHAS. P. SMITH & ASSOCIATES, PA, CPA'S
Doing business as CPS INVESTMENT ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$2,888,320,155
Discretionary
$2,882,463,173
Non-discretionary
$5,856,982
Firm details
- CRD number
- 104914
- SEC file number
- 801-35294
- Main office
- LAKELAND, FL, United States
- Employees
- 60
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.