COOPER MCMANUS

Overview

Cooper Mcmanus is an independent registered investment adviser that serves both high-net-worth individuals and institutional clients. The firm operates as a capital allocator, combining fee-based planning and portfolio management with educational outreach and periodic publications. Its advisory scope includes financial planning, model and custom portfolio management for individuals and small businesses, pension consulting, and selection of third‑party managers. Investment activity shows a clear reliance on pooled public funds and exchange-traded products as core portfolio building blocks, supplemented by separate account management where customized exposures are needed. The firm is not positioned as an ESG‑focused investor and does not operate as a multi‑state adviser in the sense of record filings. Its business model mixes percentage-of-AUM fees with hourly and fixed-fee engagements, which supports both ongoing asset management relationships and project-based planning work.

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Location & Offices