Cpr Investments Inc
- Regulatory AUM
- $239M
- Discretionary
- $239M
- Clients
- 1,172
- Avg AUM / client
- $204K
- Accounts
- 1,954
- Employees
- 24
AUM over time
Annual snapshots from Form ADV filings · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,127 | $156M | 65.2% |
| High net worth individuals | 38 | $79.1M | 33.1% |
| Pension and profit sharing plans | 5 | $3.9M | 1.65% |
| Corporations and other businesses | 2 | $41.8K | 0.02% |
People (25)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Paul Reinhold | Ceo, Cco | Dec 2005 (21y) | 75% or more | |
| Reinhold, Nancy, Lynn | Secretary/Treasurer | May 2009 (17y) | Less than 5% | |
| Justin Paul Reinhold | Executive Vice President | Oct 2015 (11y) | Less than 5% | |
| Joseph Brian Childrey | Executive Vice President | Oct 2023 (3y) | Less than 5% | |
| Kristin Michelle Menz Yianni | Registered representative | Jan 2016 (11y) | ||
| John Robert Fawcett | Registered representative | Feb 2016 (10y) | ||
| Fred William Freimark | Registered representative | Apr 2016 (10y) | ||
| Bruce Robert Denk | Registered representative | Apr 2016 (10y) | ||
| Joseph J Larocca | Registered representative | Apr 2017 (9y) | ||
| Adam John Simon | Registered representative | Jun 2017 (9y) | ||
| James Richard Arnholt | Registered representative | Jul 2017 (9y) | ||
| Bobby L Burns | Registered representative | May 2018 (8y) | ||
| Joseph Henry Borchers | Registered representative | Aug 2018 (8y) | ||
| Nicholas Paul Perkins | Registered representative | Feb 2019 (7y) | ||
| Robert Luke Elliston | Registered representative | Oct 2019 (7y) | ||
| John Anthony Perko | Registered representative | Apr 2020 (6y) | ||
| Mark James Smith | Registered representative | Feb 2022 (4y) | ||
| Reza Akbari | Registered representative | Aug 2022 (4y) | ||
| Patricia Ivette Gomez | Registered representative | Sep 2022 (4y) | ||
| Robert Burns Ausdal | Registered representative | CFA | Dec 2023 (3y) | |
| Christopher Andrew Crawford | Registered representative | Apr 2024 (2y) | ||
| Janell Laulean Denk | Registered representative | Jan 2025 (2y) | ||
| Kendra Kay Simon | Registered representative | Jan 2025 (2y) | ||
| Lance Burton Whitney | Registered representative | Sep 2025 (1y) | ||
| Gary Lynn Lloyd | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 997 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • REFERRAL FEES AND SUBSPTN FEE FOR CO. SPONSORED PLANS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- E*TRADE (Morgan Stanley) $289M (90% of AUM) Oct 2021
- Axos Clearing $204M (85% of AUM) Jul 2026
- Trust Company Of America $106M (89% of AUM) Dec 2018
- Nationwide Advisory Solutions $26.9M (11% of AUM) Jul 2026
- Jefferson Nation $7.2M (7% of AUM) Apr 2018
- Charles Schwab & Co. $4.0M (2% of AUM) Jul 2026
- Scottrade, Inc. $1.9M (2% of AUM) Apr 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗