C2 P Capital Advisory Group, LLC is a large advisory firm based in Westlake. It manages $936.97 million of regulatory assets for 5,890 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Alabama, Arizona, California, and 30 other states.
C2 P Capital Advisory Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and educational seminars and workshops. It prepares financial plans for approximately 2,500 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of C2 P Capital Advisory Group, LLC is $936.97 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3416% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay C2 P Capital Advisory Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of C2 P Capital Advisory Group is individuals with 2,797 clients and $411.22 million of assets under management. Among the 8 most similar advisory firms, C2 P Capital Advisory Group has the 3rd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $501.59 million for 2,852 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
C2 P Capital Advisory Group doesn't advise any private funds.
The company employs 75 people that are either part- or full-time employees. 53 percent of the employees work as investment advisers or researchers. 40 employees are registered as investment adviser representatives with the state securities authorities.
There are 15 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where C2 P Capital Advisory Group, LLC performs its advisory services is located at 30400 Detroit Road, Westlake, OH 44145 The mailing address of the firm is 30400 Detroit Road, Westlake, OH 44145. An additional office of the firm is in Aiken, SC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 440-875-6555 or by fax 440-848-8572. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at prosperitycapitaladvisors.com and its LinkedIn profile.