COPLEY FINANCIAL GROUP, INC.
CRD #283070 SEC #801-119967 SAN DIEGO, CA 619-294-6008
SEC Registered Disclosures
Total AUM
$318.8M
Discretionary
$318.8M
Employees
8
Clients
--
Accounts
3,270
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $318.8M | $318.8M | $30.2K | 8 | 0 |
| Dec 2025 | $318.8M | $318.8M | $30.2K | 8 | 0 |
| Dec 2025 | $318.8M | $318.8M | $30.2K | 8 | 0 |
| Nov 2025 | $318.8M | $318.8M | $30.2K | 8 | 0 |
| Jul 2025 | $272.7M | $271.8M | $882.6K | 8 | 0 |
| Apr 2025 | $272.7M | $271.8M | $882.6K | 8 | 0 |
| Mar 2025 | $272.7M | $271.8M | $882.6K | 7 | 0 |
| Aug 2024 | $261.9M | $260.5M | $1.3M | 7 | 0 |
| Jul 2024 | $261.9M | $260.5M | $1.3M | 7 | 0 |
| Feb 2024 | $261.9M | $260.5M | $1.3M | 6 | 0 |
| Jan 2024 | $232.6M | $230.2M | $2.4M | 6 | 0 |
| Feb 2023 | $232.6M | $230.2M | $2.4M | 7 | 0 |
| Dec 2022 | $219.4M | $217.7M | $1.7M | 7 | 0 |
| Mar 2022 | $226.5M | $222.8M | $3.7M | 7 | 0 |
| Jan 2022 | $154.2M | $151.2M | $3M | 7 | 0 |
| Sep 2021 | $154.2M | $151.2M | $3M | 6 | 0 |
| Mar 2021 | $154.2M | $151.2M | $3M | 7 | 0 |
| Mar 2021 | $154.2M | $151.2M | $3M | 7 | 0 |
| Nov 2020 | $130.2M | $126.9M | $3.3M | 7 | 0 |
DateDec 2025
Total AUM$318.8M
Discretionary$318.8M
Non-Disc.$30.2K
Employees8
Clients0
DateDec 2025
Total AUM$318.8M
Discretionary$318.8M
Non-Disc.$30.2K
Employees8
Clients0
DateDec 2025
Total AUM$318.8M
Discretionary$318.8M
Non-Disc.$30.2K
Employees8
Clients0
DateNov 2025
Total AUM$318.8M
Discretionary$318.8M
Non-Disc.$30.2K
Employees8
Clients0
DateJul 2025
Total AUM$272.7M
Discretionary$271.8M
Non-Disc.$882.6K
Employees8
Clients0
DateApr 2025
Total AUM$272.7M
Discretionary$271.8M
Non-Disc.$882.6K
Employees8
Clients0
DateMar 2025
Total AUM$272.7M
Discretionary$271.8M
Non-Disc.$882.6K
Employees7
Clients0
DateAug 2024
Total AUM$261.9M
Discretionary$260.5M
Non-Disc.$1.3M
Employees7
Clients0
DateJul 2024
Total AUM$261.9M
Discretionary$260.5M
Non-Disc.$1.3M
Employees7
Clients0
DateFeb 2024
Total AUM$261.9M
Discretionary$260.5M
Non-Disc.$1.3M
Employees6
Clients0
DateJan 2024
Total AUM$232.6M
Discretionary$230.2M
Non-Disc.$2.4M
Employees6
Clients0
DateFeb 2023
Total AUM$232.6M
Discretionary$230.2M
Non-Disc.$2.4M
Employees7
Clients0
DateDec 2022
Total AUM$219.4M
Discretionary$217.7M
Non-Disc.$1.7M
Employees7
Clients0
DateMar 2022
Total AUM$226.5M
Discretionary$222.8M
Non-Disc.$3.7M
Employees7
Clients0
DateJan 2022
Total AUM$154.2M
Discretionary$151.2M
Non-Disc.$3M
Employees7
Clients0
DateSep 2021
Total AUM$154.2M
Discretionary$151.2M
Non-Disc.$3M
Employees6
Clients0
DateMar 2021
Total AUM$154.2M
Discretionary$151.2M
Non-Disc.$3M
Employees7
Clients0
DateMar 2021
Total AUM$154.2M
Discretionary$151.2M
Non-Disc.$3M
Employees7
Clients0
DateNov 2020
Total AUM$130.2M
Discretionary$126.9M
Non-Disc.$3.3M
Employees7
Clients0