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COOPER MCMANUS

IRVINE, CA · CRD 111458 · IAPD ↗ · crossfinancial.com · 800-516-5333

$2.85BRegulatory AUM
50Advisory reps
53Employees
56Clients
51-100Planning clients
0Private funds
37States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
October 2026 — COOPER MCMANUS changed its website from purmortgroup.com to crossfinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
October 2026 — COOPER MCMANUS added office(s): 26 -> 29 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
July 2026 — COOPER MCMANUS changed its website from fcguides.com to purmortgroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
July 2026 — COOPER MCMANUS added office(s): 25 -> 26 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
March 2026 — COOPER MCMANUS notice-filed in ND, NE, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
March 2026 — COOPER MCMANUS reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
76
March 2026 — COOPER MCMANUS grew from 44 to 50 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
February 2026 — COOPER MCMANUS added office(s): 24 -> 25 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
December 2025 — COOPER MCMANUS notice-filed in CT, IN, MO, OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — COOPER MCMANUS added office(s): 23 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
March 2025 — COOPER MCMANUS reported RAUM up 63% ($1.58B -> $2.56B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
76
March 2025 — COOPER MCMANUS grew from 38 to 44 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
December 2024 — COOPER MCMANUS notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
August 2024 — COOPER MCMANUS changed its website from larsonfs.com to crossfinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
30
June 2024 — COOPER MCMANUS changed its website from morgansterlingpwm.com to larsonfs.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
30
May 2024 — COOPER MCMANUS changed its website from newportinvestors.com to morgansterlingpwm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
May 2024 — COOPER MCMANUS notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
May 2024 — COOPER MCMANUS added office(s): 22 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
April 2024 — COOPER MCMANUS changed its website from morgansterlingpwm.com to newportinvestors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
49
April 2024 — COOPER MCMANUS notice-filed in AR, KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — COOPER MCMANUS added office(s): 18 -> 22 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — COOPER MCMANUS reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
30
February 2024 — COOPER MCMANUS changed its website from fcguides.com to morgansterlingpwm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.