Cooper Capital Group
Firm details
- Headquarters
- Encinitas, California
- CRD number
- 305121
- Registered since
- August 16, 2019
- Website
- coopercapgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.59%
- Individuals13.46%
- Corporations / Businesses0.96%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cooper Capital Group is an independent, owner-operated registered investment adviser that focuses on individual and family clients. The firm is registered with the SEC (registration effective 2019) and operates as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, pension consulting-related services, and selection of other advisers. Its fee structure includes percentage-of-AUM fees alongside hourly and fixed-fee engagements. Cooper does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities17%
- Cash & Cash Equivalents8%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$218M in ETFs
38%
$82.7M
38%
$135M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PGIM AAA CLO ETF (PAAA) | PGIM | Active | Ultrashort Bond | $28.5M | 556,594 | 13.13% |
Location
Encinitas, CA
San Diego
Location
Encinitas, CA
Headquartered in Encinitas, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 280 N Coast Highway 101
- Time zone
- PT (UTC-8)
- Office locations
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