# Cooper Eagle, LLC

> Cooper Eagle, LLC is a state-registered investment advisory firm in King of Prussia, PA, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 15, 2026.

- CRD: 314675
- Filed as: COOPER EAGLE, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: King of Prussia, PA
- Filing period: October 2026
- Form ADV filing dated: June 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314675
- AdvisorCensus page: https://advisorcensus.com/firm/cooper-eagle-llc-king-of-prussia-pa-314675

## Quick answers

**How is Cooper Eagle, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cooper Eagle, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cooper Eagle, LLC located?**
Cooper Eagle, LLC's principal office is in King of Prussia, PA, according to its Form ADV.

**Is Cooper Eagle, LLC registered with the SEC or a state?**
Cooper Eagle, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314675.

**How much does Cooper Eagle, LLC manage?**
Cooper Eagle, LLC reports $46,267,000 in regulatory assets under management in its Form ADV filing dated June 15, 2026 (97% discretionary).

**What types of clients does Cooper Eagle, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (166); high net worth individuals (13).

**Does Cooper Eagle, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/314675

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $46,267,000
- Discretionary: $45,045,000
- Non-discretionary: $1,222,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 166 | $24,121,000 |
| High net worth individuals | 13 | $21,456,578 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $420,000 |
| Charitable organizations | Fewer than 5 | $269,422 |

### 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: 2021 (5 years)
- Employees: 8 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [coopereagle.com](https://coopereagle.com)
- Facebook @andrewleecooper1
- LinkedIn @cooper-eagle
- LinkedIn @andrew-cooper-cfp®-mba-1436611

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cooper Eagle, LLC (CRD 314675): Form ADV filing data as of October 2026.