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COOPER CAPITAL GROUP
COOPER CAPITAL ADVISORS, LLC
CRD 305121 · SEC 801-117210
280 N COAST HIGHWAY 101, ENCINITAS, CA, 92024, United States
Phone
760-452-6114
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$282.9M
Discretionary AUM
$282.9M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 149 | $38.1M |
| High net worth individuals | 59 | $242.1M |
States served
CA, NY, VA, TX
All web addresses on file
Official SEC filing: View on IAPD