CRD: 283070
Copley Financial Group, Inc.
$331.2M Total AUM
$330.4M Disc. AUM
11.5% 3Y CAGR
8 Employees
2,690 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm 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
4.7 yrs AVG TENURE
8 Employees
7 Advisory Reps
7 RIA Reps
10yrs 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
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
Showing 1 of 1 owners & executives
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ALAN THOMAS BUNCE
Chief Operations Director
- CRD
- #2986040
(871) 807-4559
horizon.fusion@momentumcapital.com
in linkedin.com/in/fusion-crest
Philip John Denstad
Fiduciary Financial Advisor
- 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
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
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 |