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| Cooper Capital Advisors LLC
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|---|---|
| CRD # | 305121 |
| SEC # | 801-117210 |
| CIK # | 0001957878 |
| AUM | 282.9 M (2026-02-17) |
| Employees | 4 (100% Investors, 50% Brokers) |
| Phone | 760-452-6114 |
| Address | 280 N Coast Highway 101 Encinitas, CA 92024 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| J P Morgan Chase & Co | 9.1 | |
| Alphabet Inc | 7.6 | |
| Amazon Com Inc | 6.0 | |
| Nvidia Corp | 2.9 | |
| Apple Inc | 1.7 | |
| Snowflake Inc | 1.3 | |
| Alphabet Inc | 0.7 | |
| Palantir Technologies Inc | 0.6 | |
| Elbit Systems Ltd | 0.4 | |
| Taser International Inc | 0.3 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 149 | 38.1 |
| (b) Individuals (high net worth individuals) | 59 | 242.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.7 |
| (n) Other | 0 | 0.0 |
| Total | 502 | 282.9 |
| By Discretionary | ||
| Discretionary | 502 | 282.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 502 | 282.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 282.8 | |
| Total | 502 | 282.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001957878] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 0033973828 |
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|---|---|---|
|
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|
FCIG Wealth Management LLC
✚
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|
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✚
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|
Stolz & Associates PS
✚
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