C2 P Capital Advisory Group, Llc
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 156480
· SEC file 801-72187
· Westlake, OH
· WWW.FACEBOOK.COM
☆ Save with Pro
ADV data as of Mar 23, 2026
- Regulatory AUM
- $4.4B
- Discretionary
- $4.4B
- Clients
- 7,548
- Avg AUM / client
- $581K
- Accounts
- 16,541
- Employees
- 244
AUM over time
$26.7M
$4.4B
Nov 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6,479 | $1.7B | 38.5% |
| High net worth individuals | 990 | $2.1B | 47.7% |
| Pension and profit sharing plans | 29 | $32.8M | 0.75% |
| Charitable organizations | 24 | $2.5M | 0.06% |
| Insurance companies | 1 | $541M | 12.3% |
| Corporations and other businesses | 25 | $29.7M | 0.68% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Mccoy Federal Credit Union 401(k) Plan Mccoy Federal Credit Union | 2024 |
People (104)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Matthew Alison | President | CFP | Mar 2011 (15y) | Less than 5% |
| Jason L Smith | Ceo | Mar 2011 (15y) | ≈ 18.75% – 50% via C2 P Enterprises, Llc | |
| Luke W Ripienski | Chief Compliance Officer | CFP | Oct 2022 (4y) | Less than 5% |
| Ryan Patrick Asher | Director Of Investment Operations | Nov 2023 (3y) | Less than 5% | |
| Stoyan Petev Petev | Svp Of Advanced Markets | CFP Chartered Financial Consultant CFA | Jan 2024 (3y) | Less than 5% |
| Michael Joseph Delgreco | Registered representative | Dec 2011 (15y) | ||
| Charles Paul Welde | Registered representative | CFP | Jan 2012 (15y) | |
| Jeffrey Scott Warnkin | Registered representative | CFP | Feb 2012 (14y) | |
| Clinton Shane Pelfrey | Registered representative | Sep 2012 (14y) | ||
| Scott R Luecke | Registered representative | Nov 2012 (14y) | ||
| Gregory S Hammer | Registered representative | Nov 2012 (14y) | ||
| Glen Richards Pier | Registered representative | Dec 2012 (14y) | ||
| Kyleah Parson Lee | Registered representative | Apr 2013 (13y) | ||
| Bryan J Bibbo | Registered representative | Nov 2013 (13y) | ||
| Joseph Michael Salerno | Registered representative | Sep 2014 (12y) | ||
| Wayne Alan Barker | Registered representative | Chartered Financial Consultant | May 2015 (11y) | |
| Brian Daniel Minier | Registered representative | Jun 2015 (11y) | ||
| John Raymond Eikanger | Registered representative | Jun 2015 (11y) | ||
| Carol Lynn Ochoa | Registered representative | Jul 2016 (10y) | ||
| Lisa Maria Chenet | Registered representative | Aug 2016 (10y) | ||
| Chad Dennis Weigl | Registered representative | Jan 2017 (10y) | ||
| Deborah Kipp Cundiff | Registered representative | Jun 2017 (9y) | ||
| Catherine Basnight Reid | Registered representative | Nov 2017 (9y) | ||
| Ryan J Warner | Registered representative | CFP | Jun 2018 (8y) | |
| Anthony Gerard Engrassia | Registered representative | Chartered Financial Consultant | Aug 2018 (8y) | |
| Joseph Frederick Voellm | Registered representative | Chartered Financial Consultant | Nov 2018 (8y) | |
| Belen Krabbe | Registered representative | Chartered Financial Consultant | Jan 2019 (8y) | |
| Richard Thomas Dunnett | Registered representative | Feb 2019 (7y) | ||
| Julie Thompson Manning | Registered representative | Apr 2019 (7y) | ||
| Casey Johansen | Registered representative | May 2019 (7y) | ||
| David Ira Roth | Registered representative | CFP | Nov 2020 (6y) | |
| Gary William Ronan | Registered representative | Dec 2020 (6y) | ||
| Keith U Heritage | Registered representative | Chartered Financial Consultant | Sep 2021 (5y) | |
| Justin Brady Grossman | Registered representative | Dec 2021 (5y) | ||
| Kirsten Lee Schlumbohm | Registered representative | Apr 2022 (4y) | ||
| Benjamin Roy | Registered representative | May 2022 (4y) | ||
| Jeannette Bajalia | Registered representative | Jul 2022 (4y) | ||
| William C Guthrie | Registered representative | CFP | Jul 2022 (4y) | |
| Gayle Marie Jendzejec | Registered representative | Chartered Financial Consultant | Aug 2022 (4y) | |
| John Douglas Jones | Registered representative | CFP | Sep 2022 (4y) | |
| Joseph Overfield | Registered representative | Nov 2022 (4y) | ||
| Zachary T Leonard | Registered representative | Jan 2023 (4y) | ||
| Marie L Madarasz | Registered representative | Jan 2023 (4y) | ||
| Sal Joseph Disalvo | Registered representative | Jan 2023 (4y) | ||
| Jake R Giles | Registered representative | Mar 2023 (3y) | ||
| Timothy Joseph Haas | Registered representative | CFP | Mar 2023 (3y) | |
| Carol Ann Schmidlin | Registered representative | Jun 2023 (3y) | ||
| Elizabeth Larson | Registered representative | Jun 2023 (3y) | ||
| Timothy Paul Bogert | Registered representative | Chartered Financial Consultant | Jun 2023 (3y) | |
| Joshua Soria | Registered representative | Jun 2023 (3y) | ||
| Sarah Flanders Soria | Registered representative | CFP | Jun 2023 (3y) | |
| Cheryl A Bush | Registered representative | Jul 2023 (3y) | ||
| Jason Andrew Cooper | Registered representative | Personal Financial Specialist | Jul 2023 (3y) | |
| Stephen Anthony Dellelo | Registered representative | Chartered Financial Consultant | Jul 2023 (3y) | |
| Sarah Nicole Warnkin | Registered representative | Aug 2023 (3y) | ||
| Tyler Duane Huck | Registered representative | Sep 2023 (3y) | ||
| Kalem Joseph Mackey | Registered representative | CFP | Oct 2023 (3y) | |
| Troy Lane Stine | Registered representative | Oct 2023 (3y) | ||
| Ashwini Kumar Ahluwalia | Registered representative | CFP | Nov 2023 (3y) | |
| Gregory Edward Shulman | Registered representative | CFP Chartered Financial Consultant | Nov 2023 (3y) | |
| Gregory F Dillon | Registered representative | CFP CFA | Nov 2023 (3y) | |
| Andrew Serzan | Registered representative | Nov 2023 (3y) | ||
| David T Buckwald | Registered representative | CFP | Nov 2023 (3y) | |
| Robert Martin Black | Registered representative | Chartered Financial Consultant | Nov 2023 (3y) | |
| Seth Ariel Meisler | Registered representative | CFP CFA | Dec 2023 (3y) | |
| Giancarlo Capodanno | Registered representative | Feb 2024 (2y) | ||
| Ebony Rideau | Registered representative | Feb 2024 (2y) | ||
| Richard Thaddeus Lincoln | Registered representative | CFP | Mar 2024 (2y) | |
| Darrin Mitchel Mc Comas | Registered representative | Mar 2024 (2y) | ||
| Grant Edward Shulman | Registered representative | Apr 2024 (2y) | ||
| Todd Michael Gehring Gervase | Registered representative | May 2024 (2y) | ||
| Grace Nicholson | Registered representative | May 2024 (2y) | ||
| Charles Ryan Ehrenfried | Registered representative | CFP Chartered Financial Consultant | May 2024 (2y) | |
| Dustyn Taylor Livesay | Registered representative | Jun 2024 (2y) | ||
| Kurt M Arseneau | Registered representative | Jun 2024 (2y) | ||
| Scott Vincent Kaup | Registered representative | CFP | Jul 2024 (2y) | |
| Benjamin Joseph Kaup | Registered representative | Jul 2024 (2y) | ||
| David Griswold | Registered representative | Oct 2024 (2y) | ||
| Jason Mark Fox | Registered representative | Feb 2025 (1y) | ||
| John Brandon Bell | Registered representative | Mar 2025 (1y) | ||
| Philip Brandt | Registered representative | Apr 2025 (1y) | ||
| Blake Allen Smith | Registered representative | CFP | May 2025 (1y) | |
| Melody Michele Lowe | Registered representative | May 2025 (1y) | ||
| Robert Joseph Kramer | Registered representative | Chartered Financial Consultant | May 2025 (1y) | |
| Anthony Joseph Engrassia | Registered representative | Jun 2025 (1y) | ||
| Joanna R Habegger | Registered representative | Aug 2025 (1y) | ||
| Danielle Farina D'angiolillo | Registered representative | CFP | Aug 2025 (1y) | |
| Farrin Elizabeth Schetter | Registered representative | Sep 2025 (1y) | ||
| James Michael Comblo | Registered representative | Sep 2025 (1y) | ||
| Shane James Clarke | Registered representative | Sep 2025 (1y) | ||
| Caleb David Burr | Registered representative | Sep 2025 (1y) | ||
| James Michael De Lucia | Registered representative | Oct 2025 (1y) | ||
| Maria Linda Kamin | Registered representative | CFP | Oct 2025 (1y) | |
| Carson Scott Rogers | Registered representative | Oct 2025 (1y) | ||
| Anthony Thomas Swiderski | Registered representative | Oct 2025 (1y) | ||
| Jeffrey Arnold Scott | Registered representative | Nov 2025 (1y) | ||
| Stanley Donald Milovancev | Registered representative | Nov 2025 (1y) | ||
| Bernadette Marie Strout | Registered representative | CFP | Jan 2026 (1y) | |
| Caleb Luke Christian | Registered representative | CFP Chartered Financial Consultant | Jan 2026 (1y) | |
| Kelli A Buraglio | Registered representative | Feb 2026 (0y) | ||
| Matthew Ryan Yakimow | Registered representative | Apr 2026 (0y) | ||
| Jeffrey Dominic Dattolo | Registered representative | CFP Chartered Financial Consultant | Apr 2026 (0y) | |
| Marci Hodge | Registered representative | Apr 2026 (0y) | ||
| David Eric Mosberg | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| C2 P Enterprises, Llc | Sole Member | Aug 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jason L Smith: 25% – 50% of C2 P Enterprises, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Mccoy Federal Credit Union 401(k) Plan | Mccoy Federal Credit Union | 178 | $15.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.17 MB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $2.5B (57% of AUM) Mar 2026
- Fidelity Distributors Company Llc $888M (20% of AUM) Mar 2026
- Northern Trust $541M (12% of AUM) Mar 2026
- Huntington National Bank $400M (46% of AUM) Aug 2018
- Assetmark Brokerage, Llc $355M (8% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗