COPPER BEECH FINANCIAL GROUP, LLC
CRD #313156 SEC #801-121409 MOORESTOWN, NJ 856-988-8300
SEC Registered
Total AUM
$189.1M
Discretionary
$130.9M
Employees
8
Clients
26
Accounts
468
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $189.1M | $130.9M | $58.2M | 8 | 23 |
| Mar 2025 | $189.1M | $130.9M | $58.2M | 9 | 23 |
| Dec 2024 | $112.6M | $112.6M | $0 | 10 | 12 |
| Jul 2024 | $112.6M | $112.6M | $0 | 10 | 12 |
| Apr 2024 | $112.6M | $112.6M | $0 | 10 | 12 |
| Mar 2024 | $112.6M | $112.6M | $0 | 10 | 12 |
| Jan 2024 | $92.5M | $92.5M | $0 | 7 | 9 |
| Dec 2023 | $92.5M | $92.5M | $0 | 7 | 9 |
| Oct 2023 | $92.5M | $92.5M | $0 | 7 | 9 |
| Aug 2023 | $92.5M | $92.5M | $0 | 7 | 9 |
| Aug 2023 | $92.5M | $92.5M | $0 | 7 | 9 |
| Jul 2023 | $92.5M | $92.5M | $0 | 7 | 9 |
| Jun 2023 | $92.5M | $92.5M | $0 | 7 | 9 |
| Jun 2023 | $92.5M | $92.5M | $0 | 7 | 9 |
| Mar 2023 | $92.5M | $92.5M | $0 | 7 | 9 |
| Feb 2023 | $101.1M | $101.1M | $0 | 7 | 9 |
| Feb 2023 | $101.1M | $101.1M | $0 | 7 | 9 |
| Feb 2023 | $101.1M | $101.1M | $0 | 7 | 9 |
| Apr 2022 | $101.1M | $101.1M | $0 | 7 | 9 |
| Mar 2022 | $101.1M | $101.1M | $0 | 6 | 9 |
| Dec 2021 | $104M | $100.1M | $3.8M | 6 | 0 |
| Nov 2021 | $104M | $100.1M | $3.8M | 7 | 0 |
| Sep 2021 | $0 | $0 | $0 | 7 | 0 |
| Jul 2021 | $0 | $0 | $0 | 7 | 0 |
| Jun 2021 | $0 | $0 | $0 | 3 | 0 |
| May 2021 | $0 | $0 | $0 | 3 | 0 |
DateSep 2025
Total AUM$189.1M
Discretionary$130.9M
Non-Disc.$58.2M
Employees8
Clients23
DateMar 2025
Total AUM$189.1M
Discretionary$130.9M
Non-Disc.$58.2M
Employees9
Clients23
DateDec 2024
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees10
Clients12
DateJul 2024
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees10
Clients12
DateApr 2024
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees10
Clients12
DateMar 2024
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees10
Clients12
DateJan 2024
Total AUM$92.5M
Discretionary$92.5M
Non-Disc.$0
Employees7
Clients9
DateDec 2023
Total AUM$92.5M
Discretionary$92.5M
Non-Disc.$0
Employees7
Clients9
DateOct 2023
Total AUM$92.5M
Discretionary$92.5M
Non-Disc.$0
Employees7
Clients9
DateAug 2023
Total AUM$92.5M
Discretionary$92.5M
Non-Disc.$0
Employees7
Clients9
DateAug 2023
Total AUM$92.5M
Discretionary$92.5M
Non-Disc.$0
Employees7
Clients9
DateJul 2023
Total AUM$92.5M
Discretionary$92.5M
Non-Disc.$0
Employees7
Clients9
DateJun 2023
Total AUM$92.5M
Discretionary$92.5M
Non-Disc.$0
Employees7
Clients9
DateJun 2023
Total AUM$92.5M
Discretionary$92.5M
Non-Disc.$0
Employees7
Clients9
DateMar 2023
Total AUM$92.5M
Discretionary$92.5M
Non-Disc.$0
Employees7
Clients9
DateFeb 2023
Total AUM$101.1M
Discretionary$101.1M
Non-Disc.$0
Employees7
Clients9
DateFeb 2023
Total AUM$101.1M
Discretionary$101.1M
Non-Disc.$0
Employees7
Clients9
DateFeb 2023
Total AUM$101.1M
Discretionary$101.1M
Non-Disc.$0
Employees7
Clients9
DateApr 2022
Total AUM$101.1M
Discretionary$101.1M
Non-Disc.$0
Employees7
Clients9
DateMar 2022
Total AUM$101.1M
Discretionary$101.1M
Non-Disc.$0
Employees6
Clients9
DateDec 2021
Total AUM$104M
Discretionary$100.1M
Non-Disc.$3.8M
Employees6
Clients0
DateNov 2021
Total AUM$104M
Discretionary$100.1M
Non-Disc.$3.8M
Employees7
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0