Copper Beech Financial Group, LLC
● SEC registered since 2021CRD 313156SEC# 801-121409Moorestown, NJ
Reg. AUM
$197.4M
Employees
9
Accounts
584
Location
Moorestown, NJ
Copper Beech Financial Group, LLC assets under management
Copper Beech Financial Group, LLC is an SEC-registered investment adviser based in Moorestown, NJ. The firm has been registered since 2021. It reports $197.4 million in regulatory assets under management and employs 9 people.
Copper Beech Financial Group, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cb Tree Holdings, LLC Control | Holding Company | Over 75% | 2021 |
| John Parise Control | Chief Executive Officer | Under 5% | 2021 |
| Michael Parise Control | Chief Compliance Officer | Under 5% | 2021 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Copper Beech Financial Group, LLC manage?
Copper Beech Financial Group, LLC reports $197.4 million in regulatory assets under management on its Form ADV.
How many employees does Copper Beech Financial Group, LLC have?
Copper Beech Financial Group, LLC reports 9 employees.
Where is Copper Beech Financial Group, LLC located?
Copper Beech Financial Group, LLC is based in Moorestown, NJ and has been SEC-registered since 2021.
Does Copper Beech Financial Group, LLC disclose fund performance?
Copper Beech Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1223 N. Church Street, Moorestown, NJ 08057 |
| Phone | 856-988-8300 |
| Fax | 856-988-8319 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$197.4M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$197.4Mregulatory AUM
Discretionary $141.1MNon-discretionary $56.3M