Coppell Advisory Solutions LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 25, 2026, reports $1.1B in regulatory assets under management, 87 employees, 24 offices, and 8,848 accounts.
Assets Under Management
$1.1B
Employees
87
Offices
24 offices
Total Clients
8,850
Primary office
DALLAS, TX
9111 CYPRESS WATERS BLVD SUITE 140, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 98.2% of total clients.
Top client categories% of clientsClients
1
Individuals
98.2%
8,695
2
HNWI
1.7%
153
Additional categories (<0.1%)
Corporations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 25, 2026
Discretionary100.0%
$1.1B
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.
Total AUM$1.1B
Total Accounts8,848
10Y AUM Change+$945M (+598.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees87
Clients per Employee102:1
10Y Employee Change+39 (+81.3%)
* 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.