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COPLEY FINANCIAL GROUP, INC.
CRD 283070File 801-119967
APPROVED
Retail clients
Disclosure events
Filing as of Jul 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$331.2M
Below cohort median (national)
Discretionary AUM
$330.4M
Non-discretionary $763K
Clients
2,690
2,690 accounts
Employees
8
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Dec 14, 2020
- Principal office
- 5898 COPLEY DR., SUITE 101, SAN DIEGO, CA, 92111
- Phone
- 619-294-6008
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $331.2M
- Discretionary AUM
- $330.4M
- Non-discretionary AUM
- $763K
- Discretionary accounts
- 2,677
- Non-discretionary accounts
- 13
- Total accounts
- 2,690
- AUM per client
- $123K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 9 | $763K |
| Individuals (other than high net worth individuals) | 2,681 | $330.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — REFERRAL FEES
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- 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 11- Q11
- Q11D1
- Q11D5
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.