Copley Alternative Investments Inc.

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
San Diego, California
CRD number
336405
Registered since
January 9, 2026

Firm profile

FINTRX

Overview

Copley Alternative Investments Inc. is organized as a corporation and is recorded as an SEC-registered adviser in 2026. Ownership is noted as a combination of a domestic entity and an individual, and the firm is classified in the source data as "Unclassified." The firm is not identified as a capital allocator and the record indicates it is not an active ESG investor. Available data does not include a description of the firm’s advisory services, investment strategies, target client segments, or fee schedule. The profile also notes the firm is not listed as a multi-state adviser, not a pension consultant, and not a related adviser to another registered entity.

Assets & Accounts

Location & Offices

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

Owners & executives

3 of 3
  • Patrick Walker

    Chief Compliance OfficerCRD 2107798

  • Alan Bunce

    Alan Bunce

    Chief Operations Officer & DirectorCRD 2986040

  • Matthew Copley

    Matthew Copley

    President, CEOCRD 6247665

Contacts

3 of 8
  • Scott Zardenetta

    Scott Zardenetta

    Fiduciary Financial AdvisorCRD 7343599

  • Kurt Carroll

    Kurt Carroll

    Case Design SpecialistCRD 7240701

  • Philip Beytell

    Philip Beytell

    FinOpCRD 4828145

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, in the West of the United States.

Region
West
County
San Diego
Address
5898 Copley Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth