Copper Beech Capital LLC

Broker-DealerFINRA MemberEst. 2026
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Moorestown, New Jersey
CRD number
334108
Registered since
July 22, 2026

Firm profile

FINTRX

Overview

Copper Beech Capital LLC is organized as a limited liability company and is listed as an individually owned advisory firm. Records show the firm completed SEC registration in 2026 and is currently categorized as "unclassified." The snapshot data flags several negative attributes rather than positive specializations: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not a pension consultant or related adviser. The firm provided no substantive detail about its advisory activities, fee schedule, or client types in the materials reviewed. That lack of disclosed operational detail limits what can be said about its target market, service model, or investment process.

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

Contacts

3 of 3
  • Michael Parise

    Michael Parise

    PresidentCRD 5749379

  • Thomas Shea

    Thomas Shea

    Senior ConsultantCRD 2299633

  • John Parise

    John Parise

    Managing PartnerCRD 1401779

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Moorestown, NJ

Burlington

Location

Moorestown, NJ

Headquartered in Moorestown, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Burlington
Address
1223 N Church St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth