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- Custodian
- Bank OF America · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-08-2020
- Office Locations
- 1
Office Locations
About Cope Connelly
COPE CONNELLY provides institutional-quality portfolio management across public equity and fixed income, plus sourcing and due diligence on private deals including venture, private equity, and real estate. The firm pairs investment work with M&A and cross-border tax advisory (capital gains/ordinary income planning, Section 1202, redomiciling and offshore structures) and offers family-office services like Addepar-based reporting and bill pay/bookkeeping for families and entities.
Reported data analysis
What the numbers show
Between September 30, 2025 and July 23, 2026, reported AUM decreased 39.0%, from $247.6M to $151.1M.
Across 5 reported observations, AUM increased 10.9% between September 26, 2022 and July 23, 2026, from $136.3M to $151.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 185 clients, or 92.5 clients per representative. That equates to $816.7K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on July 23, 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
- Services
- Technology
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Owner & Executives
JOSEPH MICHAEL COPE
Advisor, Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #4777695
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
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KEVIN PATRICK COPE
Chief Investment Officer, Managing Partner
- CRD
- #2171115
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,094,700 | $599,582 |
| Non-Discretionary | $0 | -- |
| Total | $151,094,700 | $599,582 |
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Separately Managed Accounts
SMA allocation detail is available
Cope Connelly has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.