CDP Financial Group provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
CDP Financial Group reports 110 clients. They include 86 individual clients and 24 high-net-worth individuals. Of its assets, 100.0% ($100M across 257 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 78% | 25% |
| High-net-worth individuals | 22% | 75% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 86 | $25M | 24.9% | $291K |
| High-net-worth individuals | 24 | $75.4M | 75.1% | $3.14M |
| Total | 110 | $100M | 100% | $913K |
- Clients
- 86
- Regulatory AUM
- $25M
- AUM share
- 24.9%
- Avg. per client
- $291K
- Clients
- 24
- Regulatory AUM
- $75.4M
- AUM share
- 75.1%
- Avg. per client
- $3.14M
Total
- Clients
- 110
- Regulatory AUM
- $100M
- AUM share
- 100%
- Avg. per client
- $913K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
CDP Financial Group charges 0.75%–1.50% a year for its Portfolio Management. The fee is billed in arrears, is negotiable and requires an account of at least $50,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Portfolio Consulting
- Financial planning and portfolio consulting are billed at $150 an hour, or as a flat fee not to exceed $5,000 agreed before the engagement; negotiable.
Brian Perkins owns 75% or more of CDP Financial Group. It has 2 employees.
Leadership
- Brian PerkinsOwner/Managing Member/CCO
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 broker-dealer rep
- 2 insurance agents
- Owns 75% or more of CDP Financial Group, LLC
Brian Perkins
Control person · since January 2020
Besides its headquarters, CDP Financial Group has 0 offices, with 1 listed address in Colorado.
Colorado · 1 listed address
- 26 W. Dry Creek Circle, Suite 460, LittletonHQ
Contact and registration details
- Legal name
- CDP Financial Group, LLC
- Headquarters
- 26 W. Dry Creek Circle, Suite 460, Littleton, CO 80120
- Website
- cdpfinancial.com
- Phone
- 303-794-0706
- SEC file
- 801-135676
- Structure
- Colorado LLC
- Fiscal year end
- December
CDP Financial Group uses Charles Schwab ($100M) as custodian for its separately managed accounts. CDP Financial Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $100M100%
At year end, CDP Financial Group’s separately managed accounts were mostly in funds (87%) and bonds (10%).
What the accounts hold
- Funds87%
- Bonds10%
- Cash3%
How many clients does CDP Financial Group have?
CDP Financial Group has 110 clients and manages $100 million for them, as of March 2026. They include 86 individual clients and 24 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does CDP Financial Group offer?
CDP Financial Group provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does CDP Financial Group charge?
CDP Financial Group charges 0.75%–1.50% a year for its Portfolio Management. The fee is billed in arrears, is negotiable and requires an account of at least $50,000.
Which custodians does CDP Financial Group use?
CDP Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $100M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does CDP Financial Group have?
CDP Financial Group has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 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 CDP Financial Group invest in?
At the end of its last fiscal year, CDP Financial Group’s separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 10% U.S. government and agency bonds and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does CDP Financial Group have a minimum investment?
Yes, CDP Financial Group’s minimum account size for its Portfolio Management is $50K.
Who owns CDP Financial Group?
CDP Financial Group’s direct owner is Brian Perkins (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does CDP Financial Group get paid?
CDP Financial 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 CDP Financial Group?
CDP Financial Group’s main office is at 26 W. Dry Creek Circle, Suite 460, Littleton, CO 80120. Its phone number is 303-794-0706. Its website is cdpfinancial.com.