CRD: 118014
Copley Investment Management, LLC
$307.3M Total AUM
$278.2M Disc. AUM
26.2% 3Y CAGR
1 Employees
553 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-14-2011
- Office Locations
- 1
Office Locations
-- Wilmington NC
About Copley Investment Management, LLC
Copley Investment Management is an independent Wilmington, NC RIA providing asset management and financial planning, including portfolio construction and retirement plan guidance, for retail and institutional clients. Its managed accounts are predominantly ETF-based (per SMA disclosure) and are custodied at Charles Schwab.
Team overview
71 AVG AGE
$307.3M AVG AUM / ADVISOR
$555.8K AVG AUM / CLIENT
12.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
RONALD EDWARD COPLEY PH.D
Chief Compliance Officer, Managing Member, President
- CRD
- #4559087
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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JUSTIN CARTER BURGESS
Investment Advisor Representative
- CRD
- #6260117
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $278,212,443 | $261,970 |
| Non-Discretionary | $29,125,678 | $2,427,140 |
| Total | $307,338,121 | $286,162 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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