COOPER, CLAY STEPHEN

Overview

Cooper, Clay Stephen is a single-advisor sole proprietorship that combines insurance brokerage with portfolio management for individuals and small businesses. The firm’s client base includes individual and family investors as well as some institutional relationships. Advisory work is delivered primarily on a non-discretionary basis, with the advisor recommending strategies and products rather than routinely exercising trading authority. Service delivery mixes advisory fees based on a percentage of assets under management alongside hourly and fixed-fee arrangements; the firm also offers insurance solutions as part of its product set. Cooper, Clay Stephen does not position itself as an ESG-focused manager, does not act as a capital allocator, and does not serve as a pension consultant or multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices