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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 16, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COPLEY, MATTHEW, DAVID | I | PRESIDENT/CCO | E | Control |
| COPLEY, MATTHEW, DAVID | I | PRESIDENT/CCO | E | Control |
| COPLEY, MATTHEW, DAVID | I | PRESIDENT/CCO | E | Control |
| COPLEY, MATTHEW, DAVID | I | PRESIDENT/CCO | E | Control |
| COPLEY, MATTHEW, DAVID | I | PRESIDENT/CCO | E | Control |
| COPLEY, MATTHEW, DAVID | I | PRESIDENT/CCO | E | Control |
| COPLEY, MATTHEW, DAVID | I | PRESIDENT/CCO | E | Control |
| COPLEY, MATTHEW, DAVID | I | PRESIDENT/CCO | E | Control |
| COPLEY, MATTHEW, DAVID | I | PRESIDENT/CCO | E | Control |
| COPLEY, MATTHEW, DAVID | I | PRESIDENT/CCO | E | Control |
| COPLEY, MATTHEW, DAVID | I | PRESIDENT/CCO | E | Control |
| COPLEY, MATTHEW, DAVID | I | PRESIDENT/CCO | E | Control |
| COPLEY, MATTHEW, DAVID | I | PRESIDENT/CCO | E | Control |
| COPLEY, MATTHEW, DAVID | I | PRESIDENT/CCO | E | Control |
| COPLEY, MATTHEW, DAVID | I | PRESIDENT/CCO | E | Control |
| COPLEY, MATTHEW, DAVID | I | PRESIDENT/CCO | E | Control |
| COPLEY, MATTHEW, DAVID | I | PRESIDENT/CCO | E | Control |
| COPLEY, MATTHEW, DAVID | I | PRESIDENT/CCO | E | Control |
| COPLEY, MATTHEW, DAVID | I | PRESIDENT/CCO | E | Control |
Registrations
Federal
IA
Dec 16, 2025 REGISTERED
Notice Filings (3)
CA NY TX
Address
2650 CAMINO DEL RIO NORTH,SUITE 350
SAN DIEGO, CA 92108
United States
Phone: 619-294-6008