Cope Connelly
Cope Connelly is an SEC-registered mass-market adviser in Arlington, VA with $107.6M assets under management (AUM, regulatory AUM), +36% over one year. See who owns Cope Connelly: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311665, SEC 801-124729, data through 2026-05-18.
- AUM (assets under management / regulatory AUM)
- $107.6M (2026-05-18)
- Firm type
- Mass-Market Adviser
- Location
- Arlington, VA
- Employees
- 6
- Clients
- 162
- CRD
- 311665
- Ownership
- CORRALES, LUIS, ALONSO; COPE, JOSEPH, M
How much AUM does Cope Connelly have?
Cope Connelly reported $107.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-18).
Who owns Cope Connelly?
Disclosed owners and executives of Cope Connelly include CORRALES, LUIS, ALONSO, COPE, JOSEPH, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.