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- Custodian
- --
- Clients
- Retail
- Platforms
- Glacier
- Established Date
- 11-23-2009
- Office Locations
- 1
Office Locations
About Copper Beech Advisors, LLC
Copper Beech Advisors is a fee-only Malvern, PA firm led by CFP® professional and Enrolled Agent Timothy L. Caban, offering holistic planning that integrates tax preparation/strategy, investment planning, retirement, estate, insurance, and cash-flow guidance. The practice serves individuals and families across the Great Valley area with objective, commission-free advice delivered via an annual retainer and ongoing access. Caban’s EA credential enables IRS representation; he’s an ACP member.
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Owner & Executives
TIMOTHY LEOPOLD CABAN
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #2918132
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $77,920,000 | -- |
| Total | $77,920,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $77,920,000
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,456,103,388 | 26.0% |
| U.S. Government/Agency | $1,652,117,305 | 29.5% |
| Cash | $1,254,489,072 | 22.4% |
| Equity - Exchange | $1,237,687,880 | 22.1% |
| Total | $5,600,397,645 | 100.0% |