COOPER/HAIMS ADVISORS, LLC

CRD 124122File 801-61599

APPROVED

Retail clients

Custody

Filing as of Apr 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.15B

Above cohort median (national)

Discretionary AUM

$1.15B

Clients

526

1,640 accounts

Employees

Above cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Nov 29, 2002
Principal office: 50 SQUARE DRIVE, SUITE 210, VICTOR, NY, 14564
Phone: 585-248-6400
Website: https://www.esl.org/wealth/cooper-haims

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.15B
Discretionary AUM: $1.15B
Non-discretionary AUM: $0
Discretionary accounts: 1,640
Non-discretionary accounts: 0
Total accounts: 1,640
AUM per client: $2.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$25.3M
Charitable organizations	Fewer than 5	$12.5M
High net worth individuals	292	$1.03B
Individuals (other than high net worth individuals)	226	$83.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.