COPE CONNELLY

RIASEC RegisteredEst. 2022

Total AUM

$108M

Discretionary

$108M

100% of AUM

Avg account

$427K

Accounts

252

Employees

Advisory reps

Firm details

Headquarters: ARLINGTON, Virginia
CRD number: 311665
Registered since: April 22, 2022
Website: govconwealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI85.46%
Pooled Investment Vehicles10.2%
Corporations / Businesses2.84%
Individuals1.51%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Cope Connelly operates as an independent registered investment adviser organized as a limited liability company. The firm filed with the SEC in 2022 and is owner-operated. Its client mix includes both individual and family clients as well as institutional relationships. Fee arrangements combine asset-based fees and fixed fees. Form ADV disclosures show an advisory platform that covers financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and educational/publication activities. The firm also lists commodity pool/operator or commodity trading adviser (CPO/CTA) activity on its profile. Cope Connelly does not identify as an active ESG investor.