COOPER CAPITAL, INC.

Overview

Cooper Capital, Inc. is a small, privately owned advisory firm that focuses on portfolio management for individuals and small businesses and runs educational seminars and workshops. The firm operates on a fee model that combines percentage-of-AUM billing with hourly and subscription options, and it manages client relationships on a discretionary basis. Its investment activity is tilted toward liquid public equities and exchange-traded products as the primary building blocks of client portfolios, while third-party managers are used to access alternative exposures such as hedge funds and real estate. The firm does not identify as an active ESG investor, is not positioned as a multi-state adviser, and is not described as a pension consultant or capital allocator. Client-facing activities emphasize ongoing portfolio management and investor education rather than institutional consulting or complex plan advisory.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices