RIA Intel›Advisers›New Jersey›COPPER BEECH FINANCIAL GROUP, LLC

COPPER BEECH FINANCIAL GROUP, LLC

Advisory

N·MOORESTOWN, NJ

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

Total AUM

$197M

1-Year AUM Growth

+68.0%

3-Year CAGR

+23.4%

Employees

4

Assets Under Management

Total AUM$197M

Discretionary AUM$141M

Non-Discretionary AUM$56M

Discretionary %71.5%

Total Clients254

Team

Total Employees4

Investment Advisers9

Employee Growth (1Y)+25.0%

Filing History

Total Filings on Record24

First FilingMay 6, 2021

Latest FilingMar 12, 2026

🔒 Full AUM trend chart and 24 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on COPPER BEECH FINANCIAL GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.