Copley Investment Management, LLC
● SEC registered since 2020CRD 118014SEC# 801-118507
Reg. AUM
$307.3M
Employees
1
Accounts
1,074
Location
—
Copley Investment Management, LLC assets under management
Copley Investment Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2020. It reports $307.3 million in regulatory assets under management and employs 1 people.
Copley Investment Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ronald Edward Copley Control | Chief Compliance Officer / Managing Member | Over 75% | 1986 |
Frequently asked questions
How much does Copley Investment Management, LLC manage?
Copley Investment Management, LLC reports $307.3 million in regulatory assets under management on its Form ADV.
How many employees does Copley Investment Management, LLC have?
Copley Investment Management, LLC reports 1 employees.
Does Copley Investment Management, LLC disclose fund performance?
Copley Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 910-431-6308 |
| Office hours | Generally 9-2 Then By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$307.3M▲ 23%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$307.3Mregulatory AUM
Discretionary $278.2MNon-discretionary $29.1M