Overview
Assets Under Management: $95 million
Headquarters: ARLINGTON, VA
High-Net-Worth Clients: 68
Average Client Assets: $1.2 million
Frequently Asked Questions
COPE CONNELLY 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 #311665), COPE CONNELLY is subject to fiduciary duty under federal law.
COPE CONNELLY is headquartered in ARLINGTON, VA.
COPE CONNELLY serves 68 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, COPE CONNELLY offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
COPE CONNELLY manages $95 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, COPE CONNELLY serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.58%
Average Client Assets: $1.2 million
Total Client Accounts: 252
Discretionary Accounts: 252
Regulatory Filings
CRD Number: 311665
Filing ID: 2088737
Last Filing Date: 2026-03-31 10:32:38