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COPPER BEECH FINANCIAL GROUP, LLC
CRD 313156File 801-121409
APPROVED
Retail clients
Custody
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$197.4M
Below cohort median (national)
Discretionary AUM
$141.1M
Non-discretionary $56.3M
Clients
201
584 accounts
Employees
9
Bottom 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 11, 2021
- Principal office
- 1223 N. CHURCH STREET, MOORESTOWN, NJ, 08057
- Phone
- 856-988-8300
- Website
- https://copperbeechfg.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $197.4M
- Discretionary AUM
- $141.1M
- Non-discretionary AUM
- $56.3M
- Discretionary accounts
- 438
- Non-discretionary accounts
- 146
- Total accounts
- 584
- AUM per client
- $982K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 21 | $23.1M |
| Insurance companies | 35 | $59.0M |
| High net worth individuals | 60 | $86.8M |
| Pension and profit sharing plans | 27 | $6.9M |
| Individuals (other than high net worth individuals) | 58 | $21.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- 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 |
|---|---|---|---|
| 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.