Nicholas Hughes is a registered investment advisor at Cpc Advisors, LLC, based in Tampa, FL, with 8 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,224 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CPC Advisors' portfolio management fees are individually tailored and do not exceed 1.75% annually. The fees depend on the complexity of the portfolio, assets managed, and other factors. Clients participating in the Ambassador Program pay a wrap fee that includes management, transaction, and custodial costs. Clients may be entitled to discounted asset-based fees if they maintain one or more eligible Related Accounts. The specific fee schedule will be outlined in the advisory agreement.
Location
12610 Race Track Road, Suite 275B, Tampa, FL, 33626
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Nicholas is the VP of Operations for CPC Advisors, an independent RIA, dedicating about half of his time to this role. He also owns CPC Partners, a support company providing operational and non-investment advisory services, spending about 10-20% of his time on this business.
Employment History
Current Registrations
Cpc Advisors, LLC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations37 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.