Copley Financial Group, Inc.
● SEC registered since 2020CRD 283070SEC# 801-119967San Diego, CA
Reg. AUM
$331.2M
Employees
8
Accounts
2,690
Location
San Diego, CA
Copley Financial Group, Inc. assets under management
Copley Financial Group, Inc. operates as an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2020. It reports $331.2 million in regulatory assets under management and employs 8 people.
Copley Financial Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew David Copley Control | President/Cco | Over 75% | 2016 |
Frequently asked questions
How much does Copley Financial Group, Inc. manage?
Copley Financial Group, Inc. reports $331.2 million in regulatory assets under management on its Form ADV.
How many employees does Copley Financial Group, Inc. have?
Copley Financial Group, Inc. reports 8 employees.
Where is Copley Financial Group, Inc. located?
Copley Financial Group, Inc. is based in San Diego, CA and has been SEC-registered since 2020.
Does Copley Financial Group, Inc. disclose fund performance?
Copley Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2650 Camino del Rio North,, Suite 350, San Diego, CA 92108 |
| Phone | 619-294-6008 |
| Fax | 619-294-6005 |
| Office hours | M: 8:30-5, T-Th: 8:30-7 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$331.2M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$331.2Mregulatory AUM
Discretionary $330.4MNon-discretionary $763K