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THE COPIA GROUP

CHICAGO, IL · CRD 327954 · IAPD ↗ · copiagroupllc.com · 312-564-8521

$114.8MRegulatory AUM
6Advisory reps
7Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
January 2026 — THE COPIA GROUP (CHICAGO, IL) is newly SEC-registered with $118.9M RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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