← Directory
COPLEY INVESTMENT MANAGEMENT, LLC
CRD 118014File 801-118507
APPROVED
Retail clients
Filing as of Mar 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$307.3M
Below cohort median (national)
Discretionary AUM
$278.2M
Non-discretionary $29.1M
Clients
553
1,074 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 24, 2020
- Principal office
- Not reported
- Phone
- 910-431-6308
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $307.3M
- Discretionary AUM
- $278.2M
- Non-discretionary AUM
- $29.1M
- Discretionary accounts
- 1,062
- Non-discretionary accounts
- 12
- Total accounts
- 1,074
- AUM per client
- $556K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 4 | Not reported |
| High net worth individuals | 71 | $165.6M |
| Pension and profit sharing plans | 12 | Not reported |
| Individuals (other than high net worth individuals) | 466 | $141.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 507 | 553 | increased by46 |
| Apr 1, 2026 | AUM | $249,601,938 | $307,338,121 | increased by$57,736,183 |
| Apr 1, 2026 | Accounts | 497 | 1,074 | increased by577 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 1 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 452 | 507 | increased by55 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $181,941,701 | $249,601,938 | increased by$67,660,237 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 710 | 497 | decreased by213 |
| Apr 1, 2022 | Clients | 319 | 452 | increased by133 |
| Apr 1, 2022 | AUM | $145,256,486 | $181,941,701 | increased by$36,685,215 |
| Apr 1, 2022 | Accounts | 591 | 710 | increased by119 |
| Jun 1, 2021 | Employees | 4 | 2 | decreased by2 |
| 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 “COPLEY INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COPLEY INVESTMENT” 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.