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COOPER/HAIMS ADVISORS, LLC
CRD 124122File 801-61599
APPROVED
Retail clients
Custody
Filing as of Aug 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.18B
Above cohort median (national)
Discretionary AUM
$1.17B
Non-discretionary $13.0M
Clients
527
1,654 accounts
Employees
19
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.CooperHaims.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.18B
- Discretionary AUM
- $1.17B
- Non-discretionary AUM
- $13.0M
- Discretionary accounts
- 1,609
- Non-discretionary accounts
- 45
- Total accounts
- 1,654
- 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 | 293 | $1.06B |
| Individuals (other than high net worth individuals) | 226 | $83.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 23, 2026 | Clients | 526 | 527 | increased by1 |
| Aug 23, 2026 | AUM | $1,152,418,068 | $1,181,082,795 | increased by$28,664,727 |
| Aug 23, 2026 | Accounts | 1,640 | 1,654 | increased by14 |
| Apr 1, 2026 | Employees | 18 | 19 | increased by1 |
| Apr 1, 2026 | Clients | 488 | 526 | increased by38 |
| Apr 1, 2026 | AUM | $939,160,232 | $1,152,418,068 | increased by$213,257,836 |
| Apr 1, 2026 | Accounts | 1,501 | 1,640 | increased by139 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 18 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 478 | 488 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,001,465,477 | $939,160,232 | decreased by$62,305,245 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,382 | 1,501 | increased by119 |
| Apr 1, 2022 | Clients | 456 | 478 | increased by22 |
| Apr 1, 2022 | AUM | $678,142,319 | $1,001,465,477 | increased by$323,323,158 |
| Apr 1, 2022 | Accounts | 1,303 | 1,382 | increased by79 |
| 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 HAIMS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COOPER HAIMS” 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.