Copper Beech Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Moorestown, NJ. Its latest Form ADV filing, dated March 12, 2026, reports $197M in regulatory assets under management, 9 employees, and 584 accounts.
Assets Under Management
$197M
Employees
9
Offices
--
Total Clients
201
Primary office
MOORESTOWN, NJ
1223 N. CHURCH STREET, MOORESTOWN, NJ, United States
Top client segmentHNWI represent 29.9% of total clients.
Top client categories% of clientsClients
1
HNWI
29.9%
60
2
Individuals
28.9%
58
3
Insurance Cos.
17.4%
35
4
Pension Plans
13.4%
27
5
Corporations
10.4%
21
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$197Mas of March 12, 2026
Discretionary71.5%
$141M
71% of total RAUM71.5%
Non-discretionary28.5%
$56M
29% of total RAUM28.5%
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$197M
Total Accounts584
10Y AUM Change+$197M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee22:1
10Y Employee Change+6 (+200.0%)
* 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.