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COPPELL ADVISORY SOLUTIONS LLC

DALLAS, TX · CRD 156549 · IAPD ↗ · fusioncm.com · 817-888-8020

$1.10BRegulatory AUM
77Advisory reps
87Employees
15Clients
11-25Planning clients
0Private funds
51States
11Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — COPPELL ADVISORY SOLUTIONS LLC notice-filed in AK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2025 — COPPELL ADVISORY SOLUTIONS LLC crossed $1B in regulatory AUM ($849.6M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
December 2024 — COPPELL ADVISORY SOLUTIONS LLC's Item 11 disclosure-reporting entries rose by 3 (8 -> 11).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
70
April 2024 — COPPELL ADVISORY SOLUTIONS LLC reported RAUM up 60% ($529.7M -> $849.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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