Jeremy Senterfitt
CPA Group Investment Management · Panama City, Florida
Jeremy Senterfitt is a fee-only financial advisor at CPA Group Investment Management in Panama City, Florida. CPA Group Investment Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | CPA Group Investment Management |
|---|---|
| Based in | Panama City, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $41M across 145 accounts |
| SEC registration | Investment adviser representative in FL · CRD 8185616 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.cpagroup.com |
How Jeremy's firm compares
- CPA Group Investment Management's average account is about $283,000, from its Form ADV (assets managed divided by 145 accounts).
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Questions about Jeremy
Is Jeremy Senterfitt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and CPA Group Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremy charge for financial advice?
Jeremy's firm, CPA Group Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jeremy Senterfitt based?
Jeremy Senterfitt is based in Panama City, Florida.
Is Jeremy Senterfitt registered with the SEC?
Yes. Jeremy Senterfitt is registered as an investment adviser representative in FL (CRD 8185616), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CPA Group Investment Management manage?
CPA Group Investment Management reports $41M across 145 accounts in assets under management.
How do I contact Jeremy Senterfitt?
Through Jeremy's website, www.cpagroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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