Overview
Assets Under Management: $283 million
Headquarters: ENCINITAS, CA
High-Net-Worth Clients: 59
Average Client Assets: $4 million
Frequently Asked Questions
COOPER CAPITAL GROUP 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 GROUP is subject to fiduciary duty under federal law.
COOPER CAPITAL GROUP is headquartered in ENCINITAS, CA.
COOPER CAPITAL GROUP serves 59 high-net-worth clients according to their SEC filing dated February 17, 2026. View client details ↓
According to their SEC Form ADV, COOPER CAPITAL GROUP offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
COOPER CAPITAL GROUP manages $283 million in client assets according to their SEC filing dated February 17, 2026.
According to their SEC Form ADV, COOPER CAPITAL GROUP 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: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.59
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 502
Discretionary Accounts: 502
Regulatory Filings
CRD Number: 305121
Filing ID: 2052710
Last Filing Date: 2026-02-17 13:59:04