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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 29, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PARISE, JOHN | I | MANAGING MEMBER | NA | Control |
| PARISE, JOHN | I | MANAGING MEMBER | NA | Control |
| PARISE, JOHN | I | MANAGING MEMBER | NA | Control |
| PARISE, JOHN | I | MANAGING MEMBER | NA | Control |
| PARISE, JOHN | I | MANAGING MEMBER | NA | Control |
| PARISE, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PARISE, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PARISE, JOHN | I | MANAGING MEMBER | NA | Control |
| PARISE, JOHN | I | MANAGING MEMBER | NA | Control |
| PARISE, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PARISE, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PARISE, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PARISE, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PARISE, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PARISE, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PARISE, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PARISE, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PARISE, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PARISE, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PARISE, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PARISE, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PARISE, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PARISE, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PARISE, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PARISE, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PARISE, JOHN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Parise, Michael | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| Parise, Michael | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| Parise, Michael | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| Parise, Michael | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| Parise, Michael | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| Parise, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Parise, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Parise, Michael | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| Parise, Michael | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| Parise, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Parise, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Parise, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Parise, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Parise, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Parise, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Parise, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Parise, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Parise, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Parise, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Parise, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Parise, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Parise, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Parise, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Parise, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Parise, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Parise, Michael | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CB TREE HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| CB TREE HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| CB TREE HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| CB TREE HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| CB TREE HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| CB TREE HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| CB TREE HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| CB TREE HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| CB TREE HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| CB TREE HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| CB TREE HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| CB TREE HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| CB TREE HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| CB TREE HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| CB TREE HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| CB TREE HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| CB TREE HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| CB TREE HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| CB TREE HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| CB TREE HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| CB TREE HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| CB TREE HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| CB TREE HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| CB TREE HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| CB TREE HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| CB TREE HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| PARISE, JOHN, JOSEPH | I | MANAGING MEMBER | D | Control |
| PARISE, JOHN, JOSEPH | I | MANAGING MEMBER | D | Control |
| PARISE, JOHN, JOSEPH | I | MANAGING MEMBER | D | Control |
| PARISE, MICHAEL, JOHN | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| PARISE, MICHAEL, JOHN | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| PARISE, MICHAEL, JOHN | I | MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | FE | SA 1127, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | FE | SA 1127, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | FE | SA 1127, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | FE | SA 1127, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | FE | SA 1127, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | FE | SA 1127, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | FE | SA 1127, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | FE | SA 1127, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | FE | SA 1127, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | FE | SA 1127, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | FE | SA 1127, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | FE | SA 1127, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | FE | SA 1127, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | FE | SA 1127, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | FE | SA 1127, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | FE | SA 1127, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | FE | SA 1127, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | FE | SA 1128, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | FE | SA 1128, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | FE | SA 1128, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | FE | SA 1128, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | FE | SA 1128, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | FE | SA 1128, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | FE | SA 1128, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | FE | SA 1128, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | FE | SA 1128, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | FE | SA 1128, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | FE | SA 1128, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | FE | SA 1128, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | FE | SA 1128, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | FE | SA 1128, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | FE | SA 1128, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | FE | SA 1128, LLC | E | Control |
| CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | FE | SA 1128, LLC | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O BAYSIDE IRREVOCABLE TRUST | E | Control |
| MOISON, PETER, RADDIN | I | CASTLE REINSURANCE LTD PCC F/B/O SAND POINT IRREVOCABLE TRUST | E | Control |
| PARISE, JOHN | I | CB TREE HOLDINGS, LLC | E | Control |
| PARISE, JOHN | I | CB TREE HOLDINGS, LLC | E | Control |
| PARISE, JOHN | I | CB TREE HOLDINGS, LLC | E | Control |
| PARISE, JOHN | I | CB TREE HOLDINGS, LLC | E | Control |
| PARISE, JOHN | I | CB TREE HOLDINGS, LLC | E | Control |
| PARISE, JOHN | I | CB TREE HOLDINGS, LLC | E | Control |
| PARISE, JOHN | I | CB TREE HOLDINGS, LLC | E | Control |
| SA 1127, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1127, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1127, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1127, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1127, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1127, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1127, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1127, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1127, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1127, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1127, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1127, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1127, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1127, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1127, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1127, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1127, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1128, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1128, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1128, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1128, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1128, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1128, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1128, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1128, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1128, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1128, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1128, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1128, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1128, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1128, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1128, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1128, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
| SA 1128, LLC | DE | CB TREE HOLDINGS, LLC | D | Control |
Registrations
Federal
IA
Sep 29, 2025 REGISTERED
Notice Filings (6)
AZ CA NC NJ PA PR
Address
1223 N. CHURCH STREETMOORESTOWN, NJ 08057
United States
Phone: 856-988-8300