COOPER CAPITAL GROUP
Firm details
- Headquarters
- ENCINITAS, California
- CRD number
- 305121
- Registered since
- August 16, 2019
- Website
- coopercapgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.59%
- Individuals13.46%
- Corporations / Businesses0.96%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cooper Capital Group is an independent registered investment adviser organized as an LLC and serving individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, and it also offers pension consulting and manager selection services. Its fee arrangements include percentage-of-AUM billing plus hourly and fixed-fee options. The firm is not positioned as an ESG-focused manager and is not active as a multi-state adviser or as a pension consultant beyond the listed services. Cooper Capital Group also acts as a capital allocator, directing client capital to third-party managers when appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities17%
- Cash & Cash Equivalents8%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1Parker Johnson
Chief Operating OfficerCRD 6559355
Contacts
3 of 3CLINTON COOPER
FounderCRD 2842323
KYLE STITS
Wealth Strategy DirectorCRD 6295677
Nate Miles
Associate AdvisorCRD 7626970
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$119M in ETFs
31%
$36.3M
42%
$82.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST LADDERED BUFFER ETF (BUFR) | Active | Options Trading | $14.2M | 420,276 | 11.95% |
Location
ENCINITAS, CA
SAN DIEGO
Location
ENCINITAS, CA
Headquartered in ENCINITAS, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 280 N Coast Highway 101
- Time zone
- PT (UTC-8)
- Office locations
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