Overview
Assets Under Management: $248 million
Headquarters: ENCINITAS, CA
High-Net-Worth Clients: 46
Average Client Assets: $859,034
Frequently Asked Questions
COOPER CAPITAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #305121), COOPER CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
COOPER CAPITAL ADVISORS, LLC is headquartered in ENCINITAS, CA.
COOPER CAPITAL ADVISORS, LLC serves 46 high-net-worth clients according to their SEC filing dated March 13, 2025. View client details ↓
According to their SEC Form ADV, COOPER CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
COOPER CAPITAL ADVISORS, LLC manages $248 million in client assets according to their SEC filing dated March 13, 2025.
According to their SEC Form ADV, COOPER CAPITAL ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.96
Average High-Net-Worth Client Assets: $859,034
Total Client Accounts: 467
Discretionary Accounts: 467
Regulatory Filings
CRD Number: 305121
Filing ID: 1936812
Last Filing Date: 2025-03-13 16:26:00
Website: https://coopercapgroup.com