{
  "crd_number": 127691,
  "slug": "cooper-capital-inc-sandpoint-id-127691",
  "primary_business_name": "COOPER CAPITAL, INC.",
  "legal_name": "COOPER CAPITAL, INC.",
  "dbas": [],
  "city": "Sandpoint",
  "state": "ID",
  "country": "United States",
  "cbsa_code": "41760",
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2012-01-20",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 17403718.0,
  "raum_discretionary": 17403718.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 5365928.0,
      "count": 17
    },
    "high_net_worth_individuals": {
      "raum": 11795682.0,
      "count": 11
    },
    "corporations_other_businesses": {
      "raum": 242108.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum",
    "subscription"
  ],
  "advisory_activities": [
    "educational_seminars",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 3,
  "states_registered": [
    "CT",
    "ID"
  ],
  "websites": [
    "https://coopercapital.com",
    "https://facebook.com/COOPERCAPITALRIA",
    "https://instagram.com/COOPERCAPITAL",
    "https://twitter.com/COOPERCAPINVEST"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127691",
  "disclosure_items": [
    {
      "item": "11.D(1)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?"
    },
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "SANDPOINT",
  "url": "https://advisorcensus.com/firm/cooper-capital-inc-sandpoint-id-127691",
  "display_name": "Cooper Capital, Inc.",
  "summary": "Cooper Capital, Inc. is a state-registered investment advisory firm in Sandpoint, ID, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Cooper Capital, Inc. (CRD 127691): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Subscription fees (for a newsletter or periodical)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Cooper Capital, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cooper Capital, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical)."
    },
    {
      "q": "Where is Cooper Capital, Inc. located?",
      "a": "Cooper Capital, Inc.'s principal office is in Sandpoint, ID, according to its Form ADV."
    },
    {
      "q": "Is Cooper Capital, Inc. registered with the SEC or a state?",
      "a": "Cooper Capital, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 127691."
    },
    {
      "q": "How much does Cooper Capital, Inc. manage?",
      "a": "Cooper Capital, Inc. reports $17,403,718 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Cooper Capital, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17); high net worth individuals (11)."
    },
    {
      "q": "Does Cooper Capital, Inc. report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/127691"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/cooper-capital-inc-sandpoint-id-127691.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 17,
      "fewer_than_5": false,
      "raum": 5365928.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 11,
      "fewer_than_5": false,
      "raum": 11795682.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 242108.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127691",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}