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C2P Capital Advisory Group

Wealth managementRIA

Westlake, OHCRD 156480Updated

C2P Capital Advisory Group is an investment adviser based in Westlake, OH, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and insurance companies. Its regulatory assets under management total $4.39 billion, as filed on 23 March 2026.

$4.39B
AUM
7,548
Clients
$506K
AUM per individual client
98
Advisory staff
42
Offices
0.20–2.00%
Annual fee

From Form ADV filed 23 March 2026SEC record

Services and clients

C2P Capital Advisory Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars. Financial planning was provided to 4,500 clients last fiscal year.

C2P Capital Advisory Group reports 7,548 clients. They include 6,479 individual clients, 990 high-net-worth individuals, and 29 pension and profit-sharing plans. Of its assets, 100.0% ($4.39B across 16,541 accounts) are managed with discretion. It advised 299 clients without assets under management last fiscal year.

Clients and assets by client type
Clients7,548 clients
Assets$4.39B
Share of clients and assets by client type
Client typeClientsAssets
Individuals (other than HNW)86%38%
High-net-worth individuals13%48%
Pension and profit-sharing plans<1%<1%
Charitable organizations<1%<1%
Insurance companies<1%12%
Other client typesCorporations and other businesses<1%<1%
Client breakdown and activity details
Individuals (other than HNW)
Clients
6,479
Regulatory AUM
$1.69B
AUM share
38.5%
Avg. per client
$261K
High-net-worth individuals
Clients
990
Regulatory AUM
$2.09B
AUM share
47.7%
Avg. per client
$2.11M
Pension and profit-sharing plans
Clients
29
Regulatory AUM
$32.8M
AUM share
0.7%
Avg. per client
$1.13M
Charitable organizations
Clients
24
Regulatory AUM
$2.49M
AUM share
0.1%
Avg. per client
$104K
Insurance companies
Clients
Fewer than 5
Regulatory AUM
$541M
AUM share
12.3%
Avg. per client
$541M
Corporations and other businesses
Clients
25
Regulatory AUM
$29.7M
AUM share
0.7%
Avg. per client
$1.19M

Total

Clients
7,548
Regulatory AUM
$4.39B
AUM share
100%
Avg. per client
—
Clients outside the U.S.
0%
Clients advised without assets under management last fiscal year
299
Private funds advised
0
Financial planning clients last fiscal year
4500

Fees and minimums

C2P Capital Advisory Group charges 0.20%–2.00% a year for its Asset management and advisory fees. The fee is billed in advance, is negotiable and has a $150 annual minimum. The brochure also prices 2 other services, listed under fee details.

Fee details and sources

Other fees

Client directed asset administration
A fee of $150 a year, billed monthly in advance, to hold and report on client directed assets on the platform.
Financial planning and consulting
Hourly $100 to $1,000, a monthly fee of $100 to $2,500, or a fixed fee of $500 to $50,000; negotiable. A percentage of assets may also be charged.

Ownership and people

C2P Enterprises, LLC owns 75% or more of C2P Capital Advisory Group and is in turn owned by Jason Smith (25–50%). The leadership team of C2P Capital Advisory Group includes President David Alison and Chief Compliance Officer Luke Ripienski. It has 244 employees, 98 of them in advisory roles.

Leadership

  • David Alison
    President of Wealth Management / Founding Partner
  • Kalem Mackey
    Executive Vice President
  • Luke Ripienski
    Chief Compliance Officer
  • Ryan Asher
    Director of Investment Operations
  • Stanley Milovancev
    CEO
  • Stoyan Petev
    SVP of Advanced Markets
  • Matt Seitz
    Chief Marketing Officer
  • Jason Smith
    Chief Visionary / Executive Chairman & Founder
  • Juan Terra
    Chief People Officer

Investment adviser representatives

103 representatives listed in the SEC register as of 9 October 2026.

  • Ashwini Kumar Ahluwalia
  • David Matthew Alison
  • Kurt M Arseneau
  • Ryan Patrick Asher
  • Jeannette Bajalia
  • Wayne Alan Barker
  • John Brandon Bell II
  • Bryan J Bibbo
  • Robert Martin Black
  • Daniel Scott Blocker
  • Timothy Paul Bogert
  • Philip Brandt

Staff

  • 244 employees
  • 98 in advisory functions
  • 106 state-registered reps
  • 16 broker-dealer reps
  • 103 insurance agents
  • 3 soliciting firms
Who owns the firm
C2P Capital Advisory Group, LLC· the adviser

  • C2P Enterprises, LLC

    Control person · since August 2018

    Owns 75% or more of C2P Capital Advisory Group, LLC

    • Jason Smith

      Control person · since August 2018

      Owns 25% to 50% of C2P Enterprises, LLC

Growth and acquisitions

C2P Capital Advisory Group’s regulatory assets grew 2.9× from $1.49B (May 2021) to $4.39B (March 2026); clients rose from 3,246 to 7,548 and employees from 83 to 244. In 2024, Valor Capital Management ($893M in its last filing) joined it.

By annual filing
Measure
Figures from each annual filing
C2P Capital Advisory Group figures from each annual Form ADV filing
FiledRegulatory AUMClientsEmployeesOffices
March 2026$4.39B7,54824442
May 2025$3.68B7,09620240
July 2024$2.25B4,66820238
June 2023$1.71B3,89614327
May 2022$1.77B3,51712727
May 2021$1.49B3,2468327

Firms that joined

  1. 20241 joined

    1. Valor Capital Management
      Form ADV-W, CRD 291213
      Last filed AUM $893M

Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.

Offices and registration details

Besides its headquarters, C2P Capital Advisory Group has 41 offices, with 26 listed addresses across 17 states.

Listed office addresses by state

Ohio · 4 listed addresses

  • 30400 Detroit Road, Suite 201, WestlakeHQ
  • 670 Morrison RD., Gahanna
  • 700 Taylor RD, Gahanna
  • 36610 Detroit Road, Avon

Contact and registration details

Legal name
C2P Capital Advisory Group, LLC
Headquarters
30400 Detroit Road, Suite 201, Westlake, OH 44145
Website
prosperitycapitaladvisors.com
Phone
888-240-0064
LinkedIn
@prosperity-capital-advisors
X
@prosperityca
SEC file
801-72187
Structure
Delaware LLC
Fiscal year end
December

Custodians

C2P Capital Advisory Group uses Charles Schwab ($2.52B, 59%), Fidelity ($888M, 21%) and Northern Trust ($541M, 13%), among others, as custodians for its separately managed accounts. C2P Capital Advisory Group does not have custody of client assets.

Reported separately managed account assets by custodian
$4.3B
named custodians
  • Northern TrustNorthern Trust Company · Chicago, IL · $541M13%
  • Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $2.52B59%
  • FidelityFidelity Distributors Company LLC · Boston, MA · $888M21%
  • Assetmark BrokerageAssetmark Brokerage, LLC · Concord, CA · $355M8%

Investments and reported holdings

At year end, C2P Capital Advisory Group’s separately managed accounts were mostly in funds (70%) and bonds (15%). Its reported 13F holdings for the quarter ended 30 June 2026 total $2.03B across 424 positions; the largest are SPDR Series Trust (12.4%), Dimensional ETF Trust (6.0%) and Blackrock ETF Trust (4.3%).

What the accounts hold

Separately managed account assets by class, year end
  • Stocks12%
  • Funds70%
  • Bonds15%
    • Investment grade corporate bonds11%
    • U.S. government and agency bonds2%
    • State and local bonds2%
  • Cash3%

Reported 13F holdings

$2.03B
Reported 13F value
424
Positions
43.8%
In the 10 largest
+15.3%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. SPDR Series Trust · ST Str P500etf12.4%
  2. Dimensional ETF Trust · US Cor Equ 2 ETF6.0%
  3. Blackrock ETF Trust · Isha IN Ctry ETF4.3%
  4. Vanguard Index Fds · Growth ETF3.7%
  5. Vanguard Tax-managed Fds · Van FTSE Dev Mkt3.6%
  6. Blackrock ETF Trust · iShares US Equit3.5%
  7. Vanguard Index Fds · Value ETF2.9%
  8. Dimensional ETF Trust · World EX US Core2.5%
  9. SPDR Series Trust · ST Str P500grw2.5%
  10. Blackrock ETF Trust · Isha I IN TE ETF2.4%

Together, the ten largest are 43.8% of reported value.

The 50 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 20 July 2026

Common questions

How many clients does C2P Capital Advisory Group have?

C2P Capital Advisory Group has 7,548 clients and manages $4.39 billion for them, as of March 2026. They include 6,479 individual clients, 990 high-net-worth individuals, and 29 pension and profit-sharing plans.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026

What services does C2P Capital Advisory Group offer?

C2P Capital Advisory Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How much does C2P Capital Advisory Group charge?

C2P Capital Advisory Group charges 0.20%–2.00% a year for its Asset management and advisory fees. The fee is billed in advance, is negotiable and has a $150 annual minimum.

Source: PCA PART 2A 2026, filed 23 March 2026

Which custodians does C2P Capital Advisory Group use?

C2P Capital Advisory Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $2.52B, Fidelity Distributors Company LLC (Boston, MA), with $888M, Northern Trust Company (Chicago, IL), with $541M and Assetmark Brokerage, LLC (Concord, CA), with $355M. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026

How many financial advisors does C2P Capital Advisory Group have?

C2P Capital Advisory Group has 106 investment adviser representatives registered with state securities authorities, out of 244 employees, and 98 perform investment advisory functions. 16 employees are registered representatives of a broker-dealer and 103 employees are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does C2P Capital Advisory Group invest in?

At the end of its last fiscal year, C2P Capital Advisory Group’s separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 11% investment grade corporate bonds, 3% cash and equivalents, 2% U.S. government and agency bonds and 2% state and local bonds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns C2P Capital Advisory Group?

C2P Capital Advisory Group is owned through a holding company by Jason Smith. Its direct owner is C2P Enterprises, LLC (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026

How does C2P Capital Advisory Group get paid?

C2P Capital Advisory Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

How do I contact C2P Capital Advisory Group?

C2P Capital Advisory Group’s main office is at 30400 Detroit Road, Suite 201, Westlake, OH 44145. Its phone number is 888-240-0064. Its website is prosperitycapitaladvisors.com.

Source: Form ADV Part 1A, Item 1.F, filed 23 March 2026

Sources and methodology

  1. Form ADV Part 1A, amendment filed 23 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. PCA PART 2A 2026, submitted 23 March 2026.
  3. IAPD firm record, CRD 156480.
  4. SEC registered adviser data, annual Form ADV amendments filed 3 May 2021 to 23 March 2026. Items 1.F and 5.
  5. Form ADV-W withdrawals of the firms listed under Growth and acquisitions, each linked to its IAPD record, from the SEC's Form ADV-W data. Item 1.
  6. SEC investment adviser representative register, as of 9 October 2026; loaded 10 October 2026.
  7. Form 13F-HR, filed 20 July 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since. Disciplinary history is not yet shown here. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.

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