Cpai, Co. (Wichita)

Name: Cpai, Co.
Address: 200 W. Douglas Ave., Wichita, KS, 67202
Telephone: 316-682-5148

Cpai, Co. is an adviser based in Wichita. It manages $13.69 million of regulatory assets for 46 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Kansas.

Cpai provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cpai: assets under management

The assets under management (AUM) of Cpai, Co. is $13.69 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $13.69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $297.54 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cpai, Co. for their services and products based on a percentage of assets under management. 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.

Careers at Cpai, Co.

Donald S. Peters has been acting as President since 1 Jul 1998. Polly Peters joined the executive team most recently as the President, Assistant Portfolio Manager & Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donald S. Peters	Chairman	1 Jul 1998	Other	4342610
Polly Peters	President, assistant portfolio manager & chief compliance officer	1 Jan 2001	75% - 100%	2801070

Based in Wichita

The principal office where Cpai, Co. performs its advisory services is located at 200 W. Douglas Ave., Wichita, KS 67202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 316-682-5148 or by fax 316-682-5736. The normal business hours are 8:00am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.centralplainsadvisors.com.