RIA Intel›Advisers›Louisiana›COOPER, CLAY STEPHEN

COOPER, CLAY STEPHEN

Advisory

PINEVILLE, LA

Data as of Mar 2, 2026 · Source: SEC Form ADV

Rank in LA

#106

of 142 advisers by AUM

Average account

$377K

across 215 accounts

AUM per adviser

$41M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM

$81M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$81M

Discretionary AUM$0

Non-Discretionary AUM$81M

Discretionary %0%

Total Clients155

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InLA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

155 clients

28 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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