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COPPER BEECH FINANCIAL GROUP, LLC

MOORESTOWN, NJ · CRD 313156 · IAPD ↗ · copperbeechfg.com · 856-988-8300

$197.4MRegulatory AUM
4Advisory reps
9Employees
16Clients
26-50Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
February 2026 — COPPER BEECH FINANCIAL GROUP, LLC changed its website from variumip.com to copperbeechfg.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
44
February 2026 — COPPER BEECH FINANCIAL GROUP, LLC notice-filed in FL, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2025 — COPPER BEECH FINANCIAL GROUP, LLC reported RAUM up 68% ($112.6M -> $189.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
January 2025 — COPPER BEECH FINANCIAL GROUP, LLC changed its website from copperbeechfg.com to variumip.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.