Data / Investment advisers / Missouri / CPC Management, LLC
CPC Management, LLC, Kansas City, MO: $428 million AUM, SEC registered investment adviser
CPC Management, LLC is an SEC registered investment adviser with its main office in Kansas City, Missouri and reports $428 million in regulatory assets under management in its Form ADV filed October 1, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 313413
- SEC file number
- 801-121215
- SEC status
- Approved, effective May 13, 2021
- Main office
- 1511 Baltimore Avenue Suite 500, Kansas City, MO 64108
- Phone
- (816) 756-2225
- Website
- cpc.llc
- Regulatory AUM
- $428,027,880 in the Form ADV filed October 1, 2026
- Discretionary AUM
- $428,027,880
- Accounts
- 1
- Employees
- 16, of which 16 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $428,027,880
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $428 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $428 million | March 30, 2026 |
| December 1, 2025 | $513.7 million | May 19, 2025 |
Other advisers in Kansas City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Nuance Investments, LLC | Kansas City | $984.3 million | Not listed | adviserinfo.sec.gov |
| Buttonwood Financial Group, LLC | Kansas City | $659.5 million | Not listed | adviserinfo.sec.gov |
| Ninth Avenue Capital, LP | Kansas City | $536 million | 1 | adviserinfo.sec.gov |
| Sarver Vrooman Wealth Advisors LLC | Kansas City | $452.2 million | Not listed | adviserinfo.sec.gov |
| Waterequity LLC | Kansas City | $450.2 million | 5 | adviserinfo.sec.gov |
| Nicholson Meyer Capital Management, Inc. | Kansas City | $338.1 million | Not listed | adviserinfo.sec.gov |
| Mid-American Wealth Advisory Group | Kansas City | $335.6 million | Not listed | adviserinfo.sec.gov |
| Sterneck Capital Management LLC | Kansas City | $327.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Kansas City, MO
- Investment advisers in Missouri
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- CPC Management, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.