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.
Latest AUM$307M
Total Accounts1,074
10Y AUM Change+$192M (+165.5%)
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%)
* 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.