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Copley Financial Group, Inc.

Copley Financial Group, Inc.. CRD 283070

C

CRD: 283070

Copley Financial Group, Inc.

SAN Diego, CA, 92108
6192946008
$331.2M Total AUM
$330.4M Disc. AUM
11.5% 3Y CAGR
8 Employees
2,690 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท TD Ameritrade
Clients
Retail
Platforms
Beacon
Established Date
06-15-2016
Office Locations
2

Office Locations

2650 Camino DEL RIO North, Suite 350 SAN Diego CA
405 RXR Plaza Uniondale NY

About Copley Financial Group, Inc.

Copley Financial Group, Inc. is an independent, fee-based fiduciary in San Diego providing wealth management, retirement planning, and investment management for individuals, including retirees. Portfolios primarily use ETFs and mutual funds/public funds. The firm cites 30+ years of planning experience and maintains an A+ BBB rating and accreditation.

Team overview

-- AVG AGE
$47.3M AVG AUM / ADVISOR
$123.1K AVG AUM / CLIENT
4.6 yrs AVG TENURE
8 Employees
7 Advisory Reps
7 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Pathway Frontier ridge

Client Personas

North

Custodian

Capital insight

Investment Themes

Element value Element Value north

Investment Vehicles

Atlas Capital pathway

Platform

Bridge capital

Services

Value Vector Focus momentum Element Zenith Zenith

Technology

Unison

Owner & Executives

M

MATTHEW DAVID COPLEY

Chief Compliance Officer, President

CRD
#6247665
Ownership
75% or more
(584) 935-6001
horizon.pioneer@insightcapital.com
in linkedin.com/in/quantum-oak

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Contacts

A

ALAN THOMAS BUNCE

--

CRD
#2986040
(871) 807-4559
horizon.fusion@momentumcapital.com
in linkedin.com/in/fusion-crest
P

Philip John Denstad

--

CRD
#7112320
(338) 921-5324
focus.ridge@atlascapital.com
in linkedin.com/in/horizon-vertex
R

Ridge beacon

Pathway signal

CRD
#87142
(700) 401-8564
ridge.value@frontiercapital.com
in linkedin.com/in/unison-prime

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-22-2022
02-08-2023
08-01-2024
12-16-2025
05-15-2026
Category Assets AVG. Account size
Discretionary $330,412,093 $123,426
Non-Discretionary $763,074 $58,698
Total $331,175,167 $123,113

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Separately Managed Accounts

Total SMA Asset: $331,175,167

$331.2M Total SMA
Public Funds:
61.5%
Equity - Exchange:
25.3%
Cash:
13.2%
Asset class Assets Assets %
Public Funds $1,496,189,972 61.5%
Equity - Exchange $615,505,793 25.3%
Cash $321,133,458 13.2%
Total $2,432,829,223 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
SUMMIT CREST WAVE BRIDGE 9YM7BY3B8 PPEW 12.44% $38,468,270
PATHWAY LEGACY BEACON ATLAS XM5QCYYM6 KFYC 4.50% $82,204,057
VALUE MERIDIAN FUSION ALPHA YKTP8MY3E MPHBX 6.32% $50,286,672
VERTEX SUMMIT HORIZON BEACON CAPITAL PJ5XESFFO WKILK 1.48% $1,536,599
RADIAL UNISON EAGLE ALPHA NXTOGYTO2 LEQL 4.43% $105,618,679
FUSION CAPITAL RIDGE PATHWAY HORIZON F4OS8F49S HUH 6.57% $72,674,584
ZENITH EMBER LEGACY HORIZON 9MGJL0AO9 YRMWF 3.91% $101,998,105
SIGNAL SUMMIT MATRIX RIDGE GUEOJL6WE STC 9.20% $91,861,703

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