Copley Financial Group, Inc.
Copley Financial Group, Inc. is an SEC-registered mass-market adviser in San Diego, CA with $331.2M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Copley Financial Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 283070, SEC 801-119967, data through 2026-05-15.
- AUM (assets under management / regulatory AUM)
- $331.2M (2026-05-15)
- Firm type
- Mass-Market Adviser
- Location
- San Diego, CA
- Employees
- 8
- Clients
- 2,690
- CRD
- 283070
- Ownership
- COPLEY, MATTHEW, DAVID
How much AUM does Copley Financial Group, Inc. have?
Copley Financial Group, Inc. reported $331.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-15).
Who owns Copley Financial Group, Inc.?
Disclosed owners and executives of Copley Financial Group, Inc. include COPLEY, MATTHEW, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.