Copley Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 11, 2026, reports $307M in regulatory assets under management, 1 employee, and 1,074 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.3% of total clients.
Top client categories% of clientsClients
1
Individuals
84.3%
466
2
HNWI
12.8%
71
3
Pension Plans
2.2%
12
4
Charitable
0.7%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$307Mas of March 11, 2026
Discretionary90.5%
$278M
91% of total RAUM90.5%
Non-discretionary9.5%
$29M
9% of total RAUM9.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$307M
Total Accounts1,074
10Y AUM Change+$192M (+165.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee553:1
10Y Employee Change-3 (-75.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2020. Charts show the most recent available filing segment under this CRD.
* 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.