Copley Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in San Diego, CA. Its latest Form ADV filing, dated April 30, 2026, reports $331M in regulatory assets under management, 8 employees, 1 office, and 2,690 accounts.
Assets Under Management
$331M
Employees
8
Offices
1 office
Total Clients
2,690
Primary office
SAN DIEGO, CA
2650 CAMINO DEL RIO NORTH, SUITE 350, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.7% of total clients.
Top client categories% of clientsClients
1
Individuals
99.7%
2,681
2
HNWI
0.3%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$331Mas of April 30, 2026
Discretionary99.8%
$330M
100% of total RAUM99.8%
Non-discretionary0.2%
$763K
0% of total RAUM0.2%
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$331M
Total Accounts2,690
10Y AUM Change+$201M (+154.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee336:1
10Y Employee Change+1 (+14.3%)
* 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.