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 registered investment adviser organized as an LLC and SEC-registered since 2019. The firm serves individual and family clients and operates as a capital allocator, sourcing third-party managers in addition to running portfolios directly. Fee arrangements include AUM-based fees alongside hourly and fixed-fee engagements. Core advisory services listed by the firm are financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
1 of 1
Parker Johnson
Chief Operating OfficerCRD 6559355
Contacts
3 of 3
Clinton Cooper
FounderCRD 2842323
Kyle Stits
Wealth Strategy DirectorCRD 6295677
Nate Miles
Associate AdvisorCRD 7626970
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$258M in ETFs
56%
$145M
26%
$113M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PGIM AAA CLO ETF (PAAA) | PGIM | Active | Ultrashort Bond | $26.3M | 512,528 | 10.17% |
Location
Encinitas, CA
San Diego
Location
Encinitas, CA
Headquartered in Encinitas, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 280 N Coast Highway 101
- Time zone
- PT (UTC-8)
- Office locations
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