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- Custodian
- Charles Schwab & Company · LPL Financial · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-29-2002
- Office Locations
- 1
Office Locations
About Cooper/Haims Advisors, LLC
Cooper/Haims Advisors, LLC is a Victor, NY registered investment adviser providing discretionary portfolio management and holistic planning for retail and institutional clients. The firm focuses on active management, asset allocation, and risk management using a mix of public funds, mutual funds, ETFs, and fixed income. They custody client assets with Charles Schwab and leverage platforms like Orion and eMoney to support reporting and planning workflows.
Reported data analysis
What the numbers show
Between July 8, 2025 and April 6, 2026, reported AUM increased 22.7%, from $939.2M to $1.2B.
Across 5 reported observations, AUM increased 15.1% between October 4, 2022 and April 6, 2026, from $1.0B to $1.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 13 advisory representatives and 544 clients, or 41.8 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on April 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Cooper/Haims Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOELLE LAUREN DONAHOE
Chief Compliance Officer
- CRD
- #2678810
- Ownership
- Less than 5%
DANIEL NORRIS JONES
Financial Advisor, General Partner, MANAGING DIRECTOR
- CRD
- #5103145
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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RICHARD THOMAS BENTLEY
Financial Advisor, General Partner
- CRD
- #4777178
ANDREA MARIE ELLS
Senior Financial Advisor
- CRD
- #6263051
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,152,418,068 | $702,694 |
| Non-Discretionary | $0 | -- |
| Total | $1,152,418,068 | $702,694 |
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Separately Managed Accounts
SMA allocation detail is available
Cooper/Haims Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Cooper/Haims Advisors, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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