Copley Alternative Investments Inc.

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
San Diego, California
CRD number
336405
Registered since
January 9, 2026

Firm profile

FINTRX

Overview

Copley Alternative Investments Inc. is organized as a corporation and appears in FINTRX with an SEC registration year of 2026. The firm is listed as owned by a combination of a domestic entity and an individual and is classified in the dataset as "Unclassified." Available fields indicate it is not identified as a capital allocator and it is not flagged as an active ESG investor. The firm is also not marked as a multi-state adviser, a pension consultant, or a related adviser. The dataset does not include descriptions of the firm's advisory activities, investment mandates, client types, fee structure or other business lines. Those operational details were not provided to FINTRX, so published materials or direct contact would be required to understand the firm’s target clients, investment approach, or service model.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Matthew Copley

    Matthew Copley

    President, CEOCRD 6247665

  • Alan Bunce

    Alan Bunce

    Chief Operations Officer & DirectorCRD 2986040

  • Patrick Walker

    Chief Compliance OfficerCRD 2107798

Contacts

3 of 8
  • Philip Denstad

    Philip Denstad

    Financial AdvisorCRD 7112320

  • Troy Robertson

    Troy Robertson

    Fiduciary Financial AdvisorCRD 6831574

  • Philip Beytell

    Philip Beytell

    FinOpCRD 4828145

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
5898 Copley Dr
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth