Cope Connelly

RIASEC RegisteredEst. 2022

Total AUM

$151M

Discretionary

$151M

100% of AUM

Avg account

$600K

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: HNWI58.7%
Pooled Investment Vehicles38.21%
Corporations / Businesses2.02%
Individuals1.07%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Cope Connelly is an independent, SEC-registered registered investment adviser operating as a limited liability company. The firm lists SEC registration in 2022 and is owner-operated. Its client base spans high-net-worth individuals and families as well as institutional clients. Fee arrangements include percentage-of-AUM billing and fixed fees. Advisory services described by the firm include financial planning and discretionary portfolio management for individuals, small businesses, and institutions, and it also identifies pension consulting among its advisory activities. Cope Connelly indicates activity as a CPO/CTA, which suggests involvement with commodity pool or trading advisory functions in addition to standard investment advisory work.