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COPE CONNELLY

ARLINGTON, VA · CRD 311665 · IAPD ↗ · copeconnelly.com · (888) 336-8402

$151.1MRegulatory AUM
2Advisory reps
6Employees
21Clients
26-50Planning clients
5Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
August 2026 — COPE CONNELLY reported RAUM up 40% ($107.6M -> $151.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2026 — COPE CONNELLY reported RAUM down 62% ($247.6M -> $95.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
70
December 2025 — COPE CONNELLY reported RAUM up 213% ($79.1M -> $247.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
December 2025 — COPE CONNELLY now reports 2 private fund(s) ($4.5M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
45
April 2025 — COPE CONNELLY reported RAUM down 68% ($244.9M -> $79.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
March 2025 — COPE CONNELLY shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
January 2025 — COPE CONNELLY shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
January 2025 — COPE CORRALES is now doing business as COPE CONNELLY.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
66
December 2024 — COPE CORRALES reported RAUM up 60% ($153.4M -> $244.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
November 2024 — COPE CORRALES moved its main office from WASHINGTON, DC to ARLINGTON, VA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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