|
⚲
|
| Keyboard |
| Copley Investment Management LLC
✚
|
|
|---|---|
| CRD # | 118014 |
| SEC # | 801-118507 |
| CIK # | 0002045258 |
| AUM | 307.3 M (2026-03-11) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 910-431-6308 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002045258 |
| Sector | Form 13F Holdings | Value ($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 | ||
| J P Morgan Chase & Co | 0.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 466 | 141.7 |
| (b) Individuals (high net worth individuals) | 71 | 165.6 |
| (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 | 12 | 0.0 |
| (h) Charitable organizations | 4 | 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 | 1,074 | 307.3 |
| By Discretionary | ||
| Discretionary | 1,062 | 278.2 |
| Non-Discretionary | 12 | 29.1 |
| Total | 1,074 | 307.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 307.3 | |
| Total | 1,074 | 307.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002045258] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
TKG Advisors LLC
✚
|
IN | 308.0 M |
|
AllSquare Wealth Management LLC
✚
|
NY | 307.8 M |
|
Marathon Wealth Advisors LLC
✚
|
MA | 307.8 M |
|
Generations Wealth LLC
✚
|
OH | 307.8 M |
|
Holland Advisory Services Inc
✚
|
FL | 307.7 M |
|
Dunbar Associates LLC
✚
|
CT | 307.5 M |
|
Kevin M Gibney and Company LLC
✚
|
NJ | 306.9 M |
|
Spectra Investment Management LLC
✚
|
FL | 306.8 M |
|
One Wealth Capital Management LLC
✚
|
AZ | 306.8 M |
|
Craft & Sage Wealth LLC
✚
|
MO | 306.8 M |