C
$88.0M Total AUM
$82.0M Disc. AUM
-- 3Y CAGR
2 Employees
170 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- EmberCrest bridge +more
- Established Date
- 11-17-2020
- Office Locations
- 1
Office Locations
2000 Southbridge Parkway Suite 625 Birmingham AL
About Cope Private Wealth
Cope Private Wealth is a Birmingham, AL RIA serving individuals and families with retirement, tax and estate-focused planning. The team builds tailored, tax-efficient investment and beneficiary strategies, with portfolios that are primarily ETF-based and custodied at Schwab. They use a Risk Number assessment (Nitrogen/Riskalyze) to align portfolios to client risk.
Team overview
28 AVG AGE
$44.0M AVG AUM / ADVISOR
$517.6K AVG AUM / CLIENT
5.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Quantum
Client Personas
Ember
Custodian
Vertex value
Investment Themes
Ridge unison Vector Fusion crest Peak
Investment Vehicles
Radial frontier
Platform
Harbor timber
Services
Focus Meridian Peak Focus Harbor Pioneer
Technology
Wave vector Pioneer glacier Quantum bridge
Owner & Executives
Duke Paterson Cope
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #1643007
- Ownership
- 75% or more
(732) 821-6145
harbor.vector@alphacapital.com
in linkedin.com/in/frontier-capital
Showing 1 of 1 owners & executives
Unlock allContacts
R
ROBERT PATERSON COPE
Wealth Advisor
- CRD
- #6651051
(313) 521-1446
glacier.timber@eaglecapital.com
in linkedin.com/in/insight-alpha
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,000,000 | -- |
| Non-Discretionary | $6,000,000 | -- |
| Total | $88,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $88,000,000
Equity - Exchange:
5.7% Cash:
32.8% Corporate - Investment Grade:
30.5% U.S. Government/Agency:
31.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $52,960,567 | 5.7% |
| Cash | $304,755,541 | 32.8% |
| Corporate - Investment Grade | $283,385,488 | 30.5% |
| U.S. Government/Agency | $288,031,151 | 31.0% |
| Total | $929,132,747 | 100.0% |