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- Custodian
- Charles Schwab & Company · LPL Financial · SEI
- Clients
- Retail and Institutional
- Platforms
- PrimeInsight ember
- 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.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
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RICHARD THOMAS BENTLEY
Financial Advisor, General Partner
- CRD
- #4777178
ANDREA MARIE ELLS
Senior Financial Advisor
- CRD
- #6263051
Prime delta
Fusion beacon matrix
- CRD
- #91783
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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
Total SMA Asset: $1,152,418,068
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $52,818,817 | 10.1% |
| Cash | $128,124,854 | 24.5% |
| Equity - Exchange | $114,004,972 | 21.8% |
| Municipal Bonds | $83,673,374 | 16.0% |
| U.S. Government/Agency | $144,336,571 | 27.6% |
| Total | $522,958,588 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON HARBOR | NORTH GLACIER | 37YXVTAYD | JTS | 6.20% | $91,491,878 |
| HARBOR CAPITAL | WAVE VERTEX | 6BYM6G6KB | SPU | 1.31% | $94,639,323 |
| FOUNDATION QUANTUM | UNISON EAGLE | YBOAVM4AV | BBDE | 2.87% | $59,269,386 |
| EMBER PATHWAY | MERIDIAN MATRIX | FSRRHLGVZ | YBLXP | 4.82% | $8,056,343 |
| EMBER DELTA | TIMBER EMBER | O7G20Q6XR | EXV | 3.58% | $23,823,911 |
| VITAL BEACON PIONEER | HARBOR PEAK | ZJ9POU3EA | NMU | 6.33% | $106,819,651 |
| BRIDGE ELEMENT BEACON | PATHWAY VITAL | GDKBKM6U3 | MQM | 4.66% | $29,827,091 |
| GLACIER CREST | OAK ELEMENT | ZCBAH0W1H | AQHT | 5.41% | $88,061,055 |