RIA Intel›Advisers›Alabama›D. PATERSON COPE WEALTH MANAGEMENT LLC

D. PATERSON COPE WEALTH MANAGEMENT LLC

Advisory

BIRMINGHAM, AL

Data as of Aug 26, 2026 · Source: SEC Form ADV

Rank in AL
#115
of 158 advisers by AUM
Average account
$293K
across 300 accounts
AUM per adviser
$44M
2 advisers

Source: SEC Form ADV. Figures as filed Aug 26, 2026.

Total AUM
$88M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$88M
Discretionary AUM$82M
Non-Discretionary AUM$6M
Discretionary %93.2%
Total Clients170
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AL

Closest by assets under management. All figures from Form ADV.

COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC
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MCKINNEY CAPITAL, LLC
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BROWN FINANCIAL ADVISORY INC
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