C
CRD: 117036
Cooper, Clay Stephen
Pineville, LA, 71360
3184874242
$81.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
155 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-19-1997
- Office Locations
- 1
Office Locations
614 Main Street Pineville LA
About Cooper, Clay Stephen
Cooper, Clay Stephen is a Pineville-based RIA. The firm has been operating for 28 years. Managing $81.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$40.5M AVG AUM / ADVISOR
$522.6K AVG AUM / CLIENT
8.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
28yrs Firm Age
Insights
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Client Personas
Optima
Investment Themes
Capital
Investment Vehicles
Prime matrix
Services
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Owner & Executives
C
CLAY STEPHEN COOPER
Owner
- CRD
- #2343815
- Ownership
- 75% or more
(473) 855-7762
north.meridian@valuecapital.com
in linkedin.com/in/beacon-capital
Showing 1 of 1 owners & executives
Unlock allContacts
S
Susan Broussard
Financial Advisor, Manager, Owner
- CRD
- #7801579
(339) 406-5483
horizon.unison@pioneercapital.com
in linkedin.com/in/bridge-beacon
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $81,000,000 | -- |
| Total | $81,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $81,000,000
Public Funds:
44.8% Equity - Exchange:
35.5% U.S. Government/Agency:
10.7% Cash:
9.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $693,565,625 | 44.8% |
| Equity - Exchange | $549,588,832 | 35.5% |
| U.S. Government/Agency | $165,650,718 | 10.7% |
| Cash | $139,332,380 | 9.0% |
| Total | $1,548,137,555 | 100.0% |