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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between December 2, 2025 and June 15, 2026, reported AUM increased 11.4%, from $2.6B to $2.9B.
Across 5 reported observations, AUM increased 139.1% between September 23, 2022 and June 15, 2026, from $1.2B to $2.9B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 50 advisory representatives and 3,538 clients, or 70.8 clients per representative. That equates to $806.3K in reported AUM per client.
The profile lists 27 reported office locations and 26 years in operation. The source data was last updated on August 7, 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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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
Financial Advisor
- CRD
- #2285309
SHANNON MARGARET BEAHAN
Partner
- CRD
- #5201080
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
SMA allocation detail is available
Cooper Mcmanus has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Cooper Mcmanus's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.