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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vector eagleMatrix +more
- Established Date
- 08-16-2019
- Office Locations
- 1
Office Locations
About Cooper Capital Group
Cooper Capital Group is an Encinitas, CA advisory firm serving retail and institutional clients, with a multi-generational team focused on protecting, growing, and preserving wealth through active, tactical portfolio management. The firm emphasizes stock selection alongside monitored mutual funds and ETFs, and also provides broader guidance such as financial planning and tax/estate considerations. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CLINTON WAYNE COOPER
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #2842323
- Ownership
- 75% or more
Parker Reed Johnson
Broker, CHIEF OPERATING OFFICER, Managing Member
- CRD
- #6559355
- Ownership
- 10% but less than 25%
Radial pathway
Ember horizon timber
- CRD
- #64758
- Ownership
- 29.5%
Showing 2 of 3 owners & executives
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Nate Miles
Associate Advisor
- CRD
- #7626970
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $282,869,837 | $563,486 |
| Non-Discretionary | $0 | -- |
| Total | $282,869,837 | $563,486 |
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Separately Managed Accounts
Total SMA Asset: $282,869,837
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $772,194,660 | 11.7% |
| Equity - Exchange | $1,564,189,183 | 23.7% |
| Cash | $1,630,188,727 | 24.7% |
| Corporate - Investment Grade | $732,594,934 | 11.1% |
| Municipal Bonds | $1,900,786,856 | 28.8% |
| Total | $6,599,954,360 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT CATALYST HARBOR | PATHWAY FRONTIER | V13NXOPRU | PAMPM | 9.10% | $55,188,843 |
| CAPITAL PRIME | OAK VERTEX | 9WIFRDMA7 | WXZ | 8.29% | $56,751,709 |
| TIMBER QUANTUM | LEGACY ELEMENT | ZNF42ZI2F | OZUJ | 12.15% | $26,762,317 |
| CAPITAL OAK | MERIDIAN VALUE | RTEM4HY3F | PYEZD | 4.07% | $56,852,892 |
| CAPITAL HORIZON | PATHWAY ALPHA | CJKW10Q3L | LFV | 1.68% | $95,375,537 |
| CREST WAVE | RIDGE VERTEX | 7IECOGSLC | NGRBV | 12.07% | $43,035,475 |
| UNISON CREST | EMBER RIDGE | NTHQKLGRN | HGY | 8.78% | $115,226,575 |
| UNISON SUMMIT EMBER | VERTEX CAPITAL | QC54610SD | XSEBY | 9.23% | $75,428,754 |