# Cooper McManus

> Cooper McManus is an SEC-registered investment advisory firm in Irvine, CA, registered since 2003, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 111458
- Filed as: COOPER MCMANUS
- Legal name: Cooper Financial Group
- Also doing business as: 1ST STREET WEALTH MANAGEMENT, 401KAMERICA, AFLYN FINANCIAL, ASCENT WEALTH MANAGEMENT, ATLAS INDICATORS INVESTMENT ADVISORS, AVANA WEALTH MANAGEMENT, CB WEALTH ADVISORY, COOPER MCMANUS, CROSS FINANCIAL INVESTMENTS, EHG FINANCIAL, EVERGREEN WEALTH ADVISORY GROUP, FAIR PLANET ADVISORS, FINANCIAL CLARITY GUIDES, FIRST PRINCIPLES WEALTH MANAGEMENT, HARRINGTON FINANCIAL, IRVINE WEALTH MANAGEMENT, K.W. JONES WEALTH, KERR FINANCIAL FAMILY, LARSON FINANCIAL SERVICES, INC., LDW CONSULTING GROUP, LINDSEY AND LINDSEY WEALTH MANAGEMENT, LORRIMER PRIVATE WEALTH MANAGEMENT, MKT WEALTH MANAGEMENT, MORGAN STERLING PRIVATE WEALTH MANAGEMENT, NEWPORT INVESTORS, PEARL FINANCIAL, PRUDENCE WEALTH ADVISORY, RICCIO WEALTH MANAGEMENT, RICHARDS, LATHROP AND ASSOCIATES, RIDGE FINANCIAL PLANNING, TADMAN FINANCIAL, WEST PRIVATE WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111458
- AdvisorCensus page: https://advisorcensus.com/firm/cooper-mcmanus-irvine-ca-111458

## Quick answers

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

**Where is Cooper McManus located?**
Cooper McManus' principal office is in Irvine, CA, according to its Form ADV; the October 2026 filing also lists 20 other offices (Schedule D, Section 1.F).

**Is Cooper McManus registered with the SEC or a state?**
Cooper McManus is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 111458.

**How much does Cooper McManus manage?**
Cooper McManus reports $2,852,543,930 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary).

**How have Cooper McManus' assets and staff changed since 2021?**
In the Form ADV data for Cooper McManus: Regulatory assets under management: $1,206,968,189 in the October 2021 data and $2,852,543,930 in the October 2026 data, up 136%. Total employees: 39 in October 2021 and 53 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cooper McManus serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,833); high net worth individuals (546); pension and profit sharing plans (but not the plan participants or government pension plans) (49).

**Which custodians does Cooper McManus use?**
Cooper McManus' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Cooper McManus 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/111458

**What changed in Cooper McManus' recent Form ADV filings?**
In the October 2026 filing data: No longer lists the business name The Purmort Group. Added an office in Carlsbad, CA.

## From the Form ADV filing

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

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

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: $2,852,543,930
- Discretionary: $2,852,543,930
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,833 | $1,245,618,929 |
| High net worth individuals | 546 | $1,416,203,762 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 49 | $40,011,676 |
| Charitable organizations | 6 | $5,008,200 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 48 | $145,701,363 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2003 (23 years)
- Employees: 53 total, 50 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Auburn, CA
- Beverly Hills, CA
- Boise, ID
- Carlsbad, CA
- Edmunds, WA
- Las Vegas, NV
- Long Beach, CA
- Oakland, CA
- Overland Park, KS
- Paradise, CA
- Pasadena, CA
- Portland, OR
- San Jose, CA
- San Juan Capistrano, CA
- San Rafael, CA
- Simi Valley, CA
- Walnut Creek, CA
- Westlake Village, CA
- White Salmon, WA
- Woodland Hills, CA

### Websites listed on Form ADV (Item 1.I)
- 401kamerica.com
- aflyn.com
- atlasindicators.com
- avanawealth.com
- cbwealthadvisory.com
- coopermcmanus.com
- crossfinancial.com
- ehgfinancial.com
- evergreewag.com
- fairplanetadvisors.com
- fcguides.com
- irvinewealthmanagement.com
- kerrfinancialfamily.com
- kwjoneswealth.com
- larsonfs.com
- ldwcg.com
- lindseyandlindsey.com
- lorrimerpwm.com
- mktwm.com
- morgansterlingpwm.com
- myascentwealth.com
- newportinvestors.com
- pearlfinancial.com
- prudencewa.com
- ridgefinancialplanning.com
- sydneyriccio.com
- tadmanfinancial.com
- westpwm.com
- Facebook @coopermcmanus.wealthmanagement
- LinkedIn @cooper-mcmanus
- LinkedIn @mark-fishlowitz-99a869345
- X @coopermcmanus

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,206,968,189 | 39 | August 23, 2021 |
| October 2022 | $1,192,865,696 | 38 | September 23, 2022 |
| October 2023 | $1,296,801,066 | 40 | October 2, 2023 |
| October 2024 | $1,575,058,662 | 49 | August 13, 2024 |
| October 2025 | $2,560,714,584 | 52 | May 20, 2025 |
| October 2026 | $2,852,543,930 | 53 | September 28, 2026 |

Regulatory assets under management: $1,206,968,189 in the October 2021 data and $2,852,543,930 in the October 2026 data, up 136%.
Total employees: 39 in October 2021 and 53 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- No longer lists the business name The Purmort Group.
- Added an office in Carlsbad, CA.

### September 2026
- Added the business name Aflyn Financial.

### March 2026
- No longer lists the business name Left Lane Financial.
- Employees performing advisory functions went from 44 to 50.
- Regulatory assets under management went from $2,560,714,584 to $2,852,543,930 (+11%).
- Registered or notice-filed in ND, NE, NH.

### February 2026
- Added the business name Richards, Lathrop and Associates.
- Added the business name 1st Street Wealth Management.
- Added an office in Woodland Hills, CA.

### January 2026
- Added the business name First Principles Wealth Management.

### December 2025
- Registered or notice-filed in CT, IN, MO, OK.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cooper McManus (CRD 111458): Form ADV filing data as of October 2026.