Cooper Mcmanus is an SEC registered investment adviser organized as a corporation with a primary office location in Irvine, CA. Its latest Form ADV filing, dated February 19, 2026, reports $2.9B in regulatory assets under management, 53 employees, 25 offices, and 7,111 accounts.
Top client segmentIndividuals represent 81.4% of total clients.
Top client categories% of clientsClients
1
Individuals
81.4%
2,833
2
HNWI
15.7%
546
3
Pension Plans
1.4%
49
4
Corporations
1.4%
48
5
Charitable
0.2%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.9Bas of February 19, 2026
Discretionary100.0%
$2.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.9B
Total Accounts7,111
10Y AUM Change+$2.3B (+448.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees53
Clients per Employee66:1
10Y Employee Change+6 (+12.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.