CP Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CP Advisors, Inc. serves individual investors (including high‑net‑worth clients), small businesses, trusts, and estates through financial planning, ongoing portfolio management, and project‑based consulting. The firm reports managing roughly $69.6 million in client assets and provides both discretionary and non‑discretionary advisory arrangements while tailoring services to individual client objectives.
The firm’s investment process is goal‑driven and combines strategic and tactical asset allocation, with portfolios built from mutual funds, ETFs, individual equities and bonds and, on occasion, alternative structures. Research and trading draw on a mix of fundamental, technical, cyclical and charting analysis, and clients may impose reasonable investment restrictions that the firm will accommodate within the agreed strategy.
In contrast with many peers, several senior professionals at the firm are licensed CPAs and maintain accounting practices that provide tax planning and compliance services, and those services are made available to clients though not required. The advisory team also includes personnel with insurance licenses (who are prohibited from selling insurance to firm clients), a combination of credentials and outside activities that may give the firm a more integrated tax‑and‑planning orientation than is typical for similarly sized advisory teams.
Client services
Expertise
Fee options
Minimum flat fee of $3,000 for comprehensive financial plans; consulting fees up to $2,500
$0 - $100,000: Negotiable; minimum annual fee $1,000 may apply $100,000+: Up to 1.00% annually, individually determined
Up to $500 per hour for financial planning and consulting services
Account minimum: $100,000 Minimum fee: Minimum annual fee of $1,000 for clients with assets under $100,000 Fee-only: Fees based on assets under management and hourly or fixed fees for financial planning and consulting services
Main office
See office403 E. Johnson Street
Clinton NC 28328
Advisors at this office
3
Offices (2)
Most active in
North Carolina
Also doing business as
Cp Advisors, Inc · Cp Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
James J
Series 65
Beulaville, NC
CP Advisors, Inc.
James Jones III is a Series 65-licensed financial advisor at CP Advisors, Inc. in Beulaville, NC, with eight years of industry experience. He has worked at CP Advisors since 2017 and has been affiliated with Albertson & Jones, P.A. since 2010. CP Advisors, Inc. serves individual investors, small businesses, trusts, and estates by providing financial planning, portfolio management, and project-based consulting. The firm combines strategic and tactical asset allocation using a variety of investment vehicles and incorporates input from CPAs on the team to offer integrated tax planning alongside advisory services.
Randy A
Series 65
Beulaville, NC
CP Advisors, Inc.
Randy Albertson is a financial advisor at CP Advisors, Inc. with 5 years of industry experience and a Series 65 credential. He has worked at CP Advisors since 1999 and is also associated with Albertson & Jones, P.A. since 1989. CP Advisors, Inc. serves individual investors, small businesses, trusts, and estates through financial planning, portfolio management, and consulting. The firm employs a goal-driven investment process using a mix of asset allocation strategies and accommodates client-imposed investment restrictions, with several team members holding CPA licenses that provide integrated tax and planning services.
Teresa B
Series 65
Clinton, NC
CP Advisors, Inc.
Teresa Bradshaw is a financial advisor at CP Advisors, Inc. with a Series 65 credential and over 17 years of experience primarily in the insurance industry prior to joining the advisory firm. She has been with CP Advisors since 2022. CP Advisors, Inc. serves individual investors, small businesses, trusts, and estates with financial planning, portfolio management, and consulting services, managing approximately $69.6 million in assets. The firm employs a goal-driven investment process combining strategic and tactical asset allocation across various securities, supported by research methods including fundamental, technical, and cyclical analysis.
Jeffrey J
CFP®
Clinton, NC
CP Advisors, Inc.
Jeffrey Johnson is a CFP® professional with nine years of experience at CP Advisors, Inc. He has been with the firm since 2016 and has also worked at Chestnutt, Johnson & Tyson, PA since 2003. Outside of his advisory role, he is a member of JOHCHE, LLC, a real estate and securities business. CP Advisors, Inc. serves individual investors, small businesses, trusts, and estates with financial planning, portfolio management, and consulting. The firm employs a goal-driven investment process using a combination of strategic and tactical asset allocation and offers both discretionary and non-discretionary advisory services.
Michael C
CFP®, Series 65
Clinton, NC
CP Advisors, Inc.
Michael Chestnutt is a financial advisor at CP Advisors, Inc. with five years of industry experience. He holds the CFP® designation and Series 65 registration. His prior work includes operating Michael L. Chestnutt, CPA, PLLC since 2022 and nearly two decades at Black, Chestnutt & Johnson, PA. CP Advisors, Inc. serves individual investors, small businesses, trusts, and estates with financial planning, portfolio management, and consulting. The firm manages approximately $69.6 million in client assets and employs a goal-driven investment process that combines strategic and tactical asset allocation using mutual funds, ETFs, equities, bonds, and occasional alternative structures.
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