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COOPER MCMANUS
Legal name: COOPER FINANCIAL GROUP
CRD 111458File 801-61944
APPROVED
Retail clients
Custody
Filing as of Aug 7, 2026
Feed vintage Aug 17, 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.purmortgroup.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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.