COPLEY FINANCIAL GROUP, INC.
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 283070
- Registered since
- December 14, 2020
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals99.77%
- HNWI0.23%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Copley Financial Group, Inc. is an SEC-registered corporate advisory firm that began registration in 2020 and is owned by an individual. The firm serves individual and family clients, acting as a capital allocator and offering fee arrangements that include a percentage of assets under management alongside other fee types. Its business activities include insurance brokerage and other financial product sales, while advisory services emphasize portfolio management for individuals and small businesses and the selection of third‑party advisers. Copley is not positioned as an active ESG investor.
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 Funds51%
- Exchange Traded Equities48%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2ALAN BUNCE
Chief Operations Officer & DirectorCRD 2986040
MATTHEW COPLEY
President, CEOCRD 6247665
Contacts
3 of 8Jessica Roth
Executive Vice PresidentCRD 7562200
Athena Zeidler
Administrative AssistantCRD 8254646
MATTHEW KLEIN
Financial AdvisorCRD 6071470
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$143M in ETFs
74%
$105M
25%
$37.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD MINISHARES TRUST (GLDM) | State Street | Passive | Commodities Focused | $15.3M | 164,903 | 10.68% |
Location
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 2650 Camino del Rio N
- Time zone
- PT (UTC-8)
- Office locations
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