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
$108M
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$108Mas of May 18, 2026
Discretionary100.0%
$108M
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$108M
Total Accounts252
10Y AUM Change$-23M (-17.4%)
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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%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.