COOPER EAGLE, LLC

Overview

Cooper Eagle, LLC is a small, independent registered investment adviser organized as an LLC and run by an individual owner. The firm serves primarily individuals and families, offering financial planning, portfolio management for individuals and small businesses, pension consulting and selection of third‑party advisers. Fee arrangements combine a percentage of assets under management with hourly billing for planning and advisory work. Cooper Eagle operates as a capital allocator—maintaining discretionary authority over most client assets and deploying both in‑house strategies and outside managers when appropriate. The firm has a clear equity tilt: its filings show a strong preference for exchange‑traded equities as the core of client portfolios. Cooper Eagle does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices