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COOPER CAPITAL GROUP

ENCINITAS, CA · CRD 305121 · IAPD ↗ · coopercapgroup.com · 760-452-6114

$282.9MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — COOPER CAPITAL GROUP notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
February 2024 — COOPER CAPITAL GROUP notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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