Copley Alternative Investments Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
12
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 domestic corporation and is listed with an advisory classification of "unclassified." The firm's FINTRX profile contains very limited descriptive data: it is not identified as a capital allocator, not flagged as an active ESG investor, and is not characterized as a multi-state or newly formed adviser. Additional flags in the record indicate it does not present itself as a pension consultant or as a related adviser to another registered entity. The record does not include details on client types, fee models, specific advisory or business activities, or investment preferences. That lack of operational detail in public reporting makes it difficult to determine the firm's target clients, service model, or investment approach from the available dataset.

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 9
  • Philip Denstad

    Philip Denstad

    Financial AdvisorCRD 7112320

  • Troy Robertson

    Troy Robertson

    Fiduciary Financial AdvisorCRD 6831574

  • 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, 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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth