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They include 84 high-net-worth individuals, 64 individual clients, and 11 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 17 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does CPA Asset Management Group offer?","answer":"CPA Asset Management Group provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, family office services, insurance, tax planning, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does CPA Asset Management Group charge?","answer":"CPA Asset Management Group charges 0.30%–1.00% a year for its Investment Supervisory Services. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000.","source":"ADV PART 2A, filed 17 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does CPA Asset Management Group use?","answer":"CPA Asset Management Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $590M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does CPA Asset Management Group have?","answer":"CPA Asset Management Group has 5 investment adviser representatives registered with state securities authorities, out of 11 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does CPA Asset Management Group invest in?","answer":"At the end of its last fiscal year, CPA Asset Management Group’s separately managed accounts held 77% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 5% pooled vehicles (private funds and similar), 4% cash and equivalents 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does CPA Asset Management Group have a minimum investment?","answer":"Yes, CPA Asset Management Group’s minimum account size for its Investment Supervisory Services is $1M.","source":"ADV PART 2A, filed 17 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns CPA Asset Management Group?","answer":"CPA Asset Management Group’s direct owners are Mark Elhilow (75% or more) and Ronald Smith (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 17 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does CPA Asset Management Group get paid?","answer":"CPA Asset Management Group is paid through a percentage of assets under management, hourly charges and fixed fees. 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