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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does CPR Investments offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does CPR Investments use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does CPR Investments have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does CPR Investments invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns CPR Investments?","answer":"CPR Investments’ direct owner is Charles Reinhold (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 28 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does CPR Investments get paid?","answer":"CPR Investments is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}