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COPLEY INVESTMENT MANAGEMENT, LLC
CRD 118014File 801-118507
APPROVED
Retail clients
Filing as of Mar 11, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.