COPE CONNELLY

XPS CAPITAL LLC

CRD 311665 · SEC 801-124729

Visit website

1700 N. MOORE ST., SUITE 1130, ARLINGTON, VA, 22209, United States

Phone

(888) 336-8402

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$107.6M

Discretionary AUM

$107.6M

Team

6 total employees; 2 advisory reps; 21 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-18

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminarsPRIVATE PLACEMENT CONSULTING

Client types

Type	Clients	AUM
Individuals	71	$1.6M
High net worth individuals	68	$92.0M
Pooled investment vehicles	3	$11.0M
Corporations/business entities	20	$3.1M

States served

CA, DC, MD, MA, NC, PA, VA, FL

All web addresses on file

https://govconwealth.com/
https://www.linkedin.com/company/cope-corrales
https://copeconnelly.com

Official SEC filing: View on IAPD