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| Copley Financial Group Inc
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|---|---|
| CRD # | 283070 |
| SEC # | 801-119967 |
| CIK # | 0002045258 |
| AUM | 331.2 M (2026-05-15) |
| Employees | 8 (88% Investors, 50% Brokers) |
| Fees | |
| Minimum | |
| Phone | 619-294-6008 |
| Address | 2650 Camino del Rio North, San Diego, CA 92108 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 15.3 | ||
| Caterpillar Inc | 2.6 | ||
| ETFS Palladium Trust | 2.3 | ||
| Lockheed Martin Corp | 2.0 | ||
| Chevron Corp | 1.7 | ||
| NexPoint Real Estate Finance Inc | 1.5 | ||
| ETFS Silver Trust | 1.4 | ||
| Microsoft Corp | 1.2 | ||
| Alphabet Inc | 0.9 | ||
| Nvidia Corp | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,681 | 330.4 |
| (b) Individuals (high net worth individuals) | 9 | 0.8 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,690 | 331.2 |
| By Discretionary | ||
| Discretionary | 2,677 | 330.4 |
| Non-Discretionary | 13 | 0.8 |
| Total | 2,690 | 331.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 331.2 | |
| Total | 2,690 | 331.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002045258] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Solano Wealth Investment Advisors LLC
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|
CA | 331.9 M |
|
Rainier Family Wealth Inc
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WA | 331.5 M |
|
Charles Fish Investments Inc
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CA | 331.3 M |
|
Cambridge Financial Group Inc
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OH | 331.3 M |
|
Insight Folios Inc
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NC | 331.3 M |
|
Bernardi Asset Management LLC
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IL | 331.0 M |
|
Sandstone Asset Management Inc
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|
330.7 M | |
|
Alliance Wealth Strategies LLC
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|
VA | 330.7 M |
|
Signature Equity Partners LLC
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|
OH | 330.6 M |
|
Uniplan Investment Counsel Inc
✚
|
WI | 330.5 M |