CPS Investment Advisors

Overview

CPS Investment Advisors is an SEC registered investment adviser based in Lakeland, FL, registered since 1989. It reports $2.9B in assets under management across 7,364 accounts, with 60 employees. It has 15 investment adviser representatives.

Reported AUM

$2.9B

Discretionary

100%

Accounts

7,364

Average account

$392K

Employees

60

Advisory reps

15

Registered since

1989

Jurisdictions

30

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 7

• Peter Charles Golotko President, Director CRD 3032495
• Leigh Ann Davis Chief Operating Officer CRD 6387365
• Leila Mehrizi Shaver Chief Compliance Officer CRD 5764341

4 more executive officers, with direct contact details

Advisory reps 3 of 15

• Nolen Bryan Bailey Insurance Agent · Investment Adviser Rep CRD 5992098
• Richard David Bernard Investment Adviser Rep CRD 6762344
• Gary Eldon Clark Investment Adviser Rep CRD 5517652

12 more advisory reps, with emails, phones and branch locations

Location

Headquarters

205 E Orange St Ste 310
Lakeland, FL 33801

County

Polk

Metro area

Lakeland-Winter Haven, FL

Region

South

Registrations

• SEC registered
• Registered in 30 jurisdictions
• Website: cpalliance.sharefile.com/authentication/login

Every state, with registration dates

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