Overview
Assets Under Management: $197 million
Headquarters: MOORESTOWN, NJ
High-Net-Worth Clients: 60
Average Client Assets: $1.4 million
Frequently Asked Questions
COPPER BEECH FINANCIAL GROUP, 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 #313156), COPPER BEECH FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
COPPER BEECH FINANCIAL GROUP, LLC is headquartered in MOORESTOWN, NJ.
COPPER BEECH FINANCIAL GROUP, LLC serves 60 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, COPPER BEECH FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
COPPER BEECH FINANCIAL GROUP, LLC manages $197 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, COPPER BEECH FINANCIAL GROUP, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.99%
Average Client Assets: $1.4 million
Total Client Accounts: 584
Discretionary Accounts: 438
Non-Discretionary Accounts: 146
Regulatory Filings
CRD Number: 313156
Filing ID: 2070765
Last Filing Date: 2026-03-12 17:43:23