Cope Connelly is an SEC registered investment adviser organized as a limited liability company with a primary office location in Arlington, VA. Its latest Form ADV filing, dated March 31, 2026, reports $95M in regulatory assets under management, 6 employees, and 252 accounts.
Assets Under Management
$95M
Employees
6
Offices
--
Total Clients
162
Primary office
ARLINGTON, VA
1700 N. MOORE ST., SUITE 1130, ARLINGTON, VA, United States
Top client segmentIndividuals represent 43.8% of total clients.
Top client categories% of clientsClients
1
Individuals
43.8%
71
2
HNWI
42.0%
68
3
Corporations
12.3%
20
4
Pooled Investment Vehicles
1.9%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$95Mas of March 31, 2026
Discretionary100.0%
$95M
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.
Latest AUM$95M
Total Accounts252
10Y AUM Change$-35M (-26.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee27:1
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.