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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Frontier
- Established Date
- 01-25-2000
- Office Locations
- 27
Office Locations
About Cooper Mcmanus
Cooper McManus is an Irvine, CA-based advisory firm providing financial planning and investment management across retirement, insurance, tax, and estate planning, with strategies tailored to client goals and life transitions. The team emphasizes tax-efficient allocation using vehicles such as ETFs and mutual funds and supports clients including business owners and entrepreneurs. Operates across retail and institutional channels and custodies with platforms like Schwab and Fidelity.
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Client Personas
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Owner & Executives
ARTHUR YOUNG COOPER
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #1850883
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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COURTLAND BLAKE ALEX
--
- CRD
- #2285309
SHANNON MARGARET BEAHAN
Partner
- CRD
- #5201080
Foundation vertex
Fusion oak
- CRD
- #17759
Showing 2 of 63 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,852,543,930 | $401,145 |
| Non-Discretionary | $0 | -- |
| Total | $2,852,543,930 | $401,145 |
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Separately Managed Accounts
Total SMA Asset: $2,852,543,930
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $105,696,936 | 12.3% |
| Equity - Exchange | $88,510,443 | 10.3% |
| Cash | $152,100,469 | 17.7% |
| U.S. Government/Agency | $77,339,222 | 9.0% |
| Municipal Bonds | $119,446,131 | 13.9% |
| Corporate - Investment Grade | $85,932,469 | 10.0% |
| Equity - OTC | $161,553,041 | 18.8% |
| Private Funds | $68,745,975 | 8.0% |
| Total | $859,324,686 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION PRIME PIONEER | ATLAS ALPHA | YJ38H4WHQ | CPHK | 8.47% | $34,084,692 |
| FOUNDATION HORIZON PIONEER | DELTA SIGNAL | 94EQO94JB | OMXD | 8.74% | $112,909,526 |
| FOCUS VITAL | MATRIX WAVE | BNKRTNV8M | MTGFW | 10.00% | $34,984,544 |
| FOUNDATION PIONEER | PEAK PIONEER | CP2D5TD7A | XCKF | 0.63% | $47,865,939 |
| MERIDIAN HORIZON RADIAL | VITAL CAPITAL | CR4YNH2DS | ZGEV | 6.76% | $114,746,791 |
| CATALYST HORIZON | ATLAS BRIDGE | LVTRREWNR | USG | 8.26% | $91,653,028 |
| QUANTUM TIMBER | UNISON MOMENTUM | RGIWCRWJ5 | MICL | 12.19% | $4,523,642 |
| FRONTIER RADIAL | ALPHA QUANTUM | CEGRFBUBF | MDF | 7.07% | $22,363,316 |