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 in the snapshot data with an SEC registration year of 2026. Ownership is listed as a combination of a domestic entity and an individual. The firm’s classification is shown as unclassified in the available data. The snapshot flags several operational attributes: it does not identify as a capital allocator, is not marked as an active ESG investor, is not a pension consultant, and is not listed as a related adviser. The record also indicates the firm is not designated a multi-state adviser and is not a newly formed adviser.

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
  • Matthew Copley

    Matthew Copley

    President, CEOCRD 6247665

  • Alan Bunce

    Alan Bunce

    Chief Operations Officer & DirectorCRD 2986040

  • Patrick Walker

    Chief Compliance OfficerCRD 2107798

Contacts

3 of 8
  • Philip Denstad

    Philip Denstad

    Financial AdvisorCRD 7112320

  • Troy Robertson

    Troy Robertson

    Fiduciary Financial AdvisorCRD 6831574

  • Philip Beytell

    Philip Beytell

    FinOpCRD 4828145

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

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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, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
5898 Copley Dr
Time zone
PT (UTC-8)
Office locations

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