Cooper Mcmanus

RIASEC Registered
Total AUM
$2.9B
Discretionary
$2.9B
100% of AUM
Avg account
$401K
Accounts
7,111
Employees
53
Advisory reps
63

Firm details

Headquarters
Irvine, California
CRD number
111458
Registered since
April 7, 2003
Website
www.coopermcmanus.com
Custodians
CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI49.65%
  • Individuals43.67%
  • Corporations / Businesses5.11%
  • Pension & Profit Sharing Plans1.4%
  • Charitable Organizations0.18%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Cooper Mcmanus is an independent, privately owned registered investment adviser that has been registered with the SEC since 2003. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional clients. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and client education through publications and seminars. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee options.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 48%, Exchange Traded Equities 28%, Cash & Cash Equivalents 9%, US Government Bonds 6%, State & Local Bonds 5%, Non-Exchange Traded Equities 1%, Investment Grade Corp Bonds 1%, Private Funds 1%48%
  • Public Funds/Mutual Funds48%
  • Exchange Traded Equities28%
  • Cash & Cash Equivalents9%
  • US Government Bonds6%
  • State & Local Bonds5%

Owners & executives

2 of 2
  • Shannon Beahan

    Shannon Beahan

    COO and PartnerCRD 5201080

  • Christina Orta

    Christina Orta

    CEO & PresidentCRD 3278327

Contacts

3 of 61
  • Traci Kaas

    Traci Kaas

    Financial AdvisorCRD 5640507

  • Kyle Jones

    Kyle Jones

    PresidentCRD 5667904

  • Jennifer Yeh

    Jennifer Yeh

    Financial AdvisorCRD 5823866

Unlock 58 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 217

Active vs passive

$824M in ETFs

Passive

49%

$401M

Active

46%

$424M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP VALUE ETF (SCHV)SchwabPassiveLarge Value$78.6M2,360,3969.54%
Unlock additional holdings →

Location

Primary office

Irvine, CA

Orange

Location

Irvine, CA

Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
9870 Research Dr
Time zone
PT (UTC-8)
Office locations

Similar firms

Trilogy Capital, Inc.

RIA

Irvine, CA

AUM $3.2BTEAM 74REPS 72

Avanath Capital Management, LLC

RIA

Irvine, CA

AUM $3.7BTEAM 103REPS 4

Rimrock Capital Management LLC

RIA

Irvine, CA

AUM $3.9BTEAM 26REPS 8

Private Management Group Inc

RIA

Irvine, CA

AUM $4.9BTEAM 21REPS 29

First Foundation Advisors

RIA

Irvine, CA

AUM $5.1BTEAM 57REPS 29

Benefit Financial Services Group

RIA

Irvine, CA

AUM $1.5BTEAM 31REPS 26
More RIAs in Irvine →All California RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth