ENCINITAS, CACRD 305121Latest ADV February 17, 2026
Cooper Capital Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Encinitas, CA. Its latest Form ADV filing, dated February 17, 2026, reports $283M in regulatory assets under management, 4 employees, and 502 accounts.
Assets Under Management
$283M
Employees
4
Offices
--
Total Clients
208
Primary office
ENCINITAS, CA
280 N COAST HIGHWAY 101, ENCINITAS, CA, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.6% of total clients.
Top client categories% of clientsClients
1
Individuals
71.6%
149
2
HNWI
28.4%
59
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$283Mas of February 17, 2026
Discretionary100.0%
$283M
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$283M
Total Accounts502
10Y AUM Change+$283M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee52:1
10Y Employee Change0 (0.0%)
* 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.