CPR Investments provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
CPR Investments reports 1,172 clients. They include 1,127 individual clients, 38 high-net-worth individuals, and 5 pension and profit-sharing plans. Of its assets, 100.0% ($239M across 1,954 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 96% | 65% |
| High-net-worth individuals | 3% | 33% |
| Pension and profit-sharing plans | <1% | 2% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,127 | $156M | 65.2% | $138K |
| High-net-worth individuals | 38 | $79.1M | 33.1% | $2.08M |
| Pension and profit-sharing plans | 5 | $3.93M | 1.6% | $786K |
| Corporations and other businesses | Fewer than 5 | $41.8K | 0.0% | $20.9K |
| Total | 1,172 | $239M | 100% | — |
- Clients
- 1,127
- Regulatory AUM
- $156M
- AUM share
- 65.2%
- Avg. per client
- $138K
- Clients
- 38
- Regulatory AUM
- $79.1M
- AUM share
- 33.1%
- Avg. per client
- $2.08M
- Clients
- 5
- Regulatory AUM
- $3.93M
- AUM share
- 1.6%
- Avg. per client
- $786K
- Clients
- Fewer than 5
- Regulatory AUM
- $41.8K
- AUM share
- 0.0%
- Avg. per client
- $20.9K
Total
- Clients
- 1,172
- Regulatory AUM
- $239M
- AUM share
- 100%
- Avg. per client
- —
- 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
- 251–500
CPR Investments is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Written financial plans are billed up to $150 an hour, plus any third-party legal or accounting fees.
Charles Reinhold owns 75% or more of CPR Investments. The leadership team of CPR Investments includes President Robert Ausdal. It has 25 employees.
Staff
- 25 employees
- 25 in advisory functions
- 25 state-registered reps
- 5 broker-dealer reps
- 23 insurance agents
- Owns 75% or more of CPR Investments Inc
Charles Reinhold
Control person · since December 2005
CPR Investments’ regulatory assets fell from $320M (July 2021) to $239M (August 2026); clients fell from 1,754 to 1,172 and employees from 32 to 25.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $239M | 1,172 | 25 | 16 |
| Jul 2025July 2025 | $213M | 1,305 | 28 | 17 |
| Jul 2024July 2024 | $295M | 2,344 | 39 | 24 |
| Jul 2023July 2023 | $281M | 2,249 | 37 | 20 |
| Jul 2022July 2022 | $406M | 2,022 | 36 | 23 |
| Jul 2021July 2021 | $320M | 1,754 | 32 | 19 |
Besides its headquarters, CPR Investments has 15 offices (11 private residences, listed without an address), with 5 listed addresses across 5 states.
California · 1 listed address
- 6200 Pegasus DR., Riverside
Michigan · 1 listed address
- 1600 Parkdale Road, Suite 201, RochesterHQ
Nebraska · 1 listed address
- 113 S Clark St., Bassett
New York · 1 listed address
- 108 Birch Street, Troy
Texas · 1 listed address
- 2201 N. Collins Street, Arlington
Other business names
CPR Investments has reported 5 other business names to the SEC.
- Advisor Portfolios
- CPR Advisor Portfolios
- CPR Asset Management
- CPR Investment Management Group
- Denk Financial Advisors
Contact and registration details
- Legal name
- CPR Investments Inc
- Headquarters
- 1600 Parkdale Road, Suite 201, Rochester, MI 48307
- Website
- cprinvestmentsinc.com
- Phone
- 800-213-1164
- SEC file
- 801-112038
- Structure
- Michigan corporation
- Fiscal year end
- December
CPR Investments’ named custodians for separately managed accounts are Axos Advisor Services ($204M, 87%), Nationwide Advisory Services ($26.9M, 11%) and Charles Schwab ($4.03M, 2%). CPR Investments has custody of client assets.
- Axos Advisor ServicesAxos Advisor Services · Centennial, CO · $204M87%
- Nationwide Advisory ServicesNationwide Advisory Services · Louisville, KY · $26.9M11%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $4.03M2%
At year end, CPR Investments’ separately managed accounts were mostly in stocks (57%) and funds (36%). Its reported 13F holdings for the quarter ended 30 June 2026 total $130M across 55 positions; the largest are Invesco Exch Traded FD TR II (25.3%), Investment Managers Ser TR I (12.7%) and Invesco Qqq TR (6.0%).
What the accounts hold
- Stocks57%
- Funds36%
- Cash7%
How many clients does CPR Investments have?
CPR Investments has 1,172 clients and manages $239 million for them, as of August 2026. They include 1,127 individual clients, 38 high-net-worth individuals, and 5 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 August 2026
What services does CPR Investments offer?
CPR Investments provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does CPR Investments use?
CPR Investments’ separately managed account assets are held at Axos Advisor Services (Centennial, CO), with $204M, Nationwide Advisory Services (Louisville, KY), with $26.9M and Charles Schwab & Co., Inc. (Westlake, TX), with $4.03M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 August 2026
How many financial advisors does CPR Investments have?
CPR Investments has 25 investment adviser representatives registered with state securities authorities, out of 25 employees, and 25 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 23 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 CPR Investments invest in?
At the end of its last fiscal year, CPR Investments’ separately managed accounts held 57% exchange-traded equities, 36% registered funds (mutual funds, ETFs, BDCs) and 7% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns CPR Investments?
CPR Investments’ direct owner is Charles Reinhold (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 August 2026
How does CPR Investments get paid?
CPR Investments is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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 CPR Investments?
CPR Investments’ main office is at 1600 Parkdale Road, Suite 201, Rochester, MI 48307. Its phone number is 800-213-1164. Its website is cprinvestmentsinc.com.
