Cps Investment Advisors

Public-record details

Address

205 East Orange Street #310, Lakeland, FL 33801

Phone

(863) 688-1725

Listed under

Financial planning, Flat / fixed fees, % of assets managed

Legal name

Chas. P. Smith & Associates, PA, Cpa's

CRD number

104914

Registration

SEC registered since 1989-10-06

Compensation (Form ADV 5.E)

Percentage of assets under management; Fixed fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Educational seminars/workshops

Regulatory assets under management

$2.9 billion

Accounts managed

7,364

Clients reported (Form ADV 5.D)

3,377

Individual / high-net-worth clients

2,460 / 647

Employees

60

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-27

SEC registered investment adviser, CRD 104914, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 104914 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.