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COPE CONNELLY
Legal name: XPS CAPITAL LLC
CRD 311665File 801-124729
APPROVED
Retail clients
Filing as of Jul 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$151.1M
Bottom 25% of cohort (national)
Discretionary AUM
$151.1M
Clients
164
252 accounts
Employees
6
Bottom 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 22, 2022
- Principal office
- 1700 N. MOORE ST., SUITE 1130, ARLINGTON, VA, 22209
- Phone
- (888) 336-8402
- Website
- https://copeconnelly.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $151.1M
- Discretionary AUM
- $151.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 252
- Non-discretionary accounts
- 0
- Total accounts
- 252
- AUM per client
- $921K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 20 | $3.1M |
| High net worth individuals | 68 | $88.7M |
| Pooled investment vehicles | 5 | $57.7M |
| Individuals (other than high net worth individuals) | 71 | $1.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- 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 |
|---|---|---|---|---|
| Aug 1, 2026 | Clients | 162 | 164 | increased by2 |
| Aug 1, 2026 | AUM | $107,648,311 | $151,094,700 | increased by$43,446,389 |
| Jun 1, 2026 | AUM | $95,314,311 | $107,648,311 | increased by$12,334,000 |
| Apr 1, 2026 | Clients | 158 | 162 | increased by4 |
| Apr 1, 2026 | AUM | $247,623,331 | $95,314,311 | decreased by$152,309,020 |
| Apr 1, 2026 | Accounts | 247 | 252 | increased by5 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 230 | 158 | decreased by72 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $79,097,835 | $247,623,331 | increased by$168,525,496 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 230 | 247 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 6 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 299 | 230 | decreased by69 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $136,286,386 | $79,097,835 | decreased by$57,188,551 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 561 | 230 | decreased by331 |
| Oct 1, 2022 | Clients | 296 | 299 | increased by3 |
| Oct 1, 2022 | AUM | $130,286,386 | $136,286,386 | increased by$6,000,000 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COPE CONNELLY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COPE CONNELLY” 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.