AdFi
CI

CPS Investment Advisors

SEC Registered
Lakeland, FL863-688-1725
Assets Under Management
$1B–$5B
Office Locations
1 office
Total Accounts
7364

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Leadership

Peter Charles Golotko
VICE PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER
James Martin Luffman
VICE PRESIDENT/SECRETARY/DIRECTOR
Charles Phelan Smith
PRESIDENT/TREASURER/DIRECTOR

Office locations

1 office in 1 state
FL
LakelandHQ

Advisors at this firm

18 advisors in the directory

Peter Charles Golotko
Investment Adviser Representative
Investment Adviser Representative
Derek Hugh Stroud
Investment Adviser Representative
Investment Adviser Representative
Christopher Lynn Tyndall
Investment Adviser Representative
Investment Adviser Representative
Larry Keith Tyndall
Investment Adviser Representative
Investment Adviser Representative
Derek Michael Oxford
Investment Adviser Representative
Investment Adviser Representative
Patrick Egan Gauthier
Investment Adviser Representative
Investment Adviser Representative
Gary Eldon Clark
Investment Adviser Representative
Investment Adviser Representative
Michael Aaron Riskin
Investment Adviser Representative
Investment Adviser Representative
Nolen Bryan Bailey
Investment Adviser Representative
Investment Adviser Representative
Anthony Mario Corrao
Investment Adviser Representative
Investment Adviser Representative
Eric J Jackson
Investment Adviser Representative
Investment Adviser Representative
Tamara L Jemison
Investment Adviser Representative
Investment Adviser Representative
Ryan Patrick Higgins
Investment Adviser Representative
Investment Adviser Representative
Robert Mark Eckenroth
Investment Adviser Representative
Investment Adviser Representative
Kelley Christopher Wilson
Investment Adviser Representative
Investment Adviser Representative
Richard David Bernard
Investment Adviser Representative
Investment Adviser Representative
Rachael Allison Savinon Mota
Investment Adviser Representative
Investment Adviser Representative
Sterling Jackson Searcy Jr.
Investment Adviser Representative
Investment Adviser Representative

Regulatory & compliance

CRD number
#104914
SEC Number
801-35294
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Flat Fee

Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CPS Investment Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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