# Cooper Capital Group

> Cooper Capital Group is an SEC-registered investment advisory firm in Encinitas, CA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 305121
- Filed as: COOPER CAPITAL GROUP
- Legal name: Cooper Capital Advisors, LLC
- Also doing business as: COOPER CAPITAL GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Encinitas, CA
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305121
- AdvisorCensus page: https://advisorcensus.com/firm/cooper-capital-group-encinitas-ca-305121

## Quick answers

**How is Cooper Capital Group compensated?**
On its Form ADV (Item 5.E, October 2026), Cooper Capital Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Cooper Capital Group charge?**
Its Form ADV Part 2A brochure dated February 17, 2026 states: Flat fee: up to $50,000 (Financial Planning & Consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Cooper Capital Group located?**
Cooper Capital Group's principal office is in Encinitas, CA, according to its Form ADV.

**Is Cooper Capital Group registered with the SEC or a state?**
Cooper Capital Group is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305121.

**How much does Cooper Capital Group manage?**
Cooper Capital Group reports $282,869,837 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (100% discretionary).

**How have Cooper Capital Group's assets and staff changed since 2021?**
In the Form ADV data for Cooper Capital Group: Regulatory assets under management: $174,122,085 in the October 2021 data and $282,869,837 in the October 2026 data, up 62%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cooper Capital Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (149); high net worth individuals (59).

**Which custodians does Cooper Capital Group use?**
Cooper Capital Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Cooper Capital Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305121

**What changed in Cooper Capital Group's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $247,653,393 to $282,869,837 (+14%). Registered or notice-filed in VA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 17, 2026)

- Flat fee: up to $50,000 (Financial Planning & Consulting services)

> Flat fees will not exceed $ 50,000. The fee-paying arrangements will be determined on a case -by-case basis and will be detailed in the signed consulting agreement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $282,869,837
- Discretionary: $282,869,837
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 149 | $38,068,657 |
| High net worth individuals | 59 | $242,098,337 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,702,843 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- coopercapgroup.com
- LinkedIn @cooper-capital-advisors
- YouTube @UCZpuq-b8cwG5OTRTDuJ1WJA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $174,122,085 | 3 | March 29, 2021 |
| October 2022 | $190,741,630 | 3 | September 9, 2022 |
| October 2023 | $165,664,004 | 4 | June 12, 2023 |
| October 2024 | $202,951,995 | 4 | February 2, 2024 |
| October 2025 | $247,653,393 | 4 | March 13, 2025 |
| October 2026 | $282,869,837 | 4 | February 17, 2026 |

Regulatory assets under management: $174,122,085 in the October 2021 data and $282,869,837 in the October 2026 data, up 62%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $247,653,393 to $282,869,837 (+14%).
- Registered or notice-filed in VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cooper Capital Group (CRD 305121): Form ADV filing data as of October 2026.