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COPLEY INVESTMENT MANAGEMENT, LLC
CRD 118014 · SEC 801-118507
NC, United States
Phone
910-431-6308
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$307.3M
Discretionary AUM
$278.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingBUSINESS VALUATIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 466 | $141.7M |
| High net worth individuals | 71 | $165.6M |
| Pension/profit sharing plans | 12 | — |
| Charitable organizations | 4 | — |
States served
NC, TN, FL
All web addresses on file
Official SEC filing: View on IAPD