RIA Intel›Advisers›California›COPLEY FINANCIAL GROUP, INC.

COPLEY FINANCIAL GROUP, INC.

Advisory

N·SAN DIEGO, CA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Total AUM
$319M
1-Year AUM Growth
+4.1%
3-Year CAGR
+6.2%
Employees
8
Assets Under Management
Total AUM$319M
Discretionary AUM$319M
Non-Discretionary AUM$30K
Discretionary %99.8%
Total Clients1,350
Team
Total Employees8
Investment Advisers8
Employee Growth (1Y)+16.7%
Filing History
Total Filings on Record13
First FilingNov 13, 2020
Latest FilingMar 12, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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