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| Copper Beech Financial Group LLC
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|---|---|
| CRD # | 313156 |
| SEC # | 801-121409 |
| CIK # | |
| AUM | 197.4 M (2026-03-12) |
| Employees | 9 (44% Investors, 44% Brokers) |
| Phone | 856-988-8300 |
| Address | 1223 N Church Street Moorestown, NJ 08057 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 21.6 |
| (b) Individuals (high net worth individuals) | 60 | 86.8 |
| (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 | 27 | 6.9 |
| (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 | 35 | 59.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 23.1 |
| (n) Other | 0 | 0.0 |
| Total | 584 | 197.4 |
| By Discretionary | ||
| Discretionary | 438 | 141.1 |
| Non-Discretionary | 146 | 56.3 |
| Total | 584 | 197.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 197.4 | |
| Total | 584 | 197.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 16 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Newport Investment Advisors Inc
✚
|
OH | 198.0 M |
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D & P Investment Advisors Ltd
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|
Fee-Only Fiduciary Advisors LLC
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REI Wealth Management LLC
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196.8 M | |
|
Bradley Wealth LLC
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