Cooper Capital Group
Cooper Capital Group is an SEC-registered wealth manager in Encinitas, CA with $282.9M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Cooper Capital Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305121, SEC 801-117210, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $282.9M (2026-02-17)
- Firm type
- Wealth Manager
- Location
- Encinitas, CA
- Employees
- 4
- Clients
- 208
- CRD
- 305121
- Ownership
- Johnson, Parker, Reed; STITS, KYLE, WILLIAM; COOPER, CLINTON, WAYNE; Snow, Jason; PARADISE AT BLUE SKY, LLC
How much AUM does Cooper Capital Group have?
Cooper Capital Group reported $282.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Cooper Capital Group?
Disclosed owners and executives of Cooper Capital Group include Johnson, Parker, Reed, STITS, KYLE, WILLIAM, COOPER, CLINTON, WAYNE, Snow, Jason, PARADISE AT BLUE SKY, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.