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COOPER MCMANUS
Legal name: COOPER FINANCIAL GROUP
CRD 111458File 801-61944
APPROVED
Retail clients
Custody
Filing as of Sep 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.85B
Top 25% of cohort (national)
Discretionary AUM
$2.85B
Clients
3,482
7,111 accounts
Employees
53
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 7, 2003
- Principal office
- 9870 RESEARCH DRIVE, IRVINE, CA, 92618
- Phone
- 800-516-5333
- Website
- HTTP://WWW.COOPERMCMANUS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.85B
- Discretionary AUM
- $2.85B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 7,111
- Non-discretionary accounts
- 0
- Total accounts
- 7,111
- AUM per client
- $819K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 48 | $145.7M |
| Charitable organizations | 6 | $5.0M |
| High net worth individuals | 546 | $1.42B |
| Pension and profit sharing plans | 49 | $40.0M |
| Individuals (other than high net worth individuals) | 2,833 | $1.25B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SOLICITOR/REFERRAL FEES
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 52 | 53 | increased by1 |
| Mar 1, 2026 | Clients | 3,238 | 3,482 | increased by244 |
| Mar 1, 2026 | AUM | $2,560,714,584 | $2,852,543,930 | increased by$291,829,346 |
| Mar 1, 2026 | Accounts | 6,372 | 7,111 | increased by739 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 38 | 52 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,111 | 3,238 | increased by1,127 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,192,865,696 | $2,560,714,584 | increased by$1,367,848,888 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,515 | 6,372 | increased by2,857 |
| Feb 1, 2022 | Employees | 39 | 38 | decreased by1 |
| Feb 1, 2022 | Clients | 2,705 | 2,111 | decreased by594 |
| Feb 1, 2022 | AUM | $1,206,968,189 | $1,192,865,696 | decreased by$14,102,493 |
| Feb 1, 2022 | Accounts | 4,525 | 3,515 | decreased by1,010 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COOPER MCMANUS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COOPER MCMANUS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.