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Cpa Investment Solutions, LLC (Yardley)


Cpa Investment Solutions, LLC is a related adviser based in Yardley. It manages $38.11 million of regulatory assets for 92 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

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Cpa Investment Solutions provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cpa Investment Solutions: assets under management

The assets under management (AUM) of Cpa Investment Solutions, LLC is $38.11 million. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $29.28 million in discretionary accounts and $8.82 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $412.44 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $420.19 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cpa Investment Solutions, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Mark Nmn Sobel Managing member 1 Apr 2003 Other 3101961
Robert Neil Polans Managing member 1 Apr 2003 Other 4362698
Steven Allen Braun Managing member 1 Apr 2003 Other 1716924
Bruce Harris Benjamin Managing member 1 Apr 2003 Other 4362670
Llc Drucker & Scaccetti Owner 1 Apr 2003 50% - 75% 23-3083982
Thomas N. Alvare Owner 1 Apr 2003 25% - 50% xxx-xx-xxxx
Mark Sobel Member 1 Apr 2003 Other 3101961

Based in Yardley

The principal office where Cpa Investment Solutions, LLC performs its advisory services is located at 1002 Floral Vale Blvd, Yardley, PA 19067, which is also the mailing address of the firm. An additional office of the firm is in Bala Cynwyd, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-497-5050 or by fax 215-497-5059. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at cpainvestmentsolutions.com.


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