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Cooper Capital Group

Updated today

Client assets under management

$280,166,994

Clients

208

28% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

52

Typical

Average account size

$1,346,957

About

Cooper Capital Group advises individual and high‑net‑worth clients and also serves employer plan sponsors, offering asset management, comprehensive portfolio management, standalone financial planning, retirement plan consulting, and referrals to third‑party money managers. Portfolios may include individual stocks, bonds, ETFs, options, mutual funds and other public and private securities, and the firm may engage sub‑advisors to implement client strategies.

The firm combines multiple methods of analysis—fundamental, technical/charting, cyclical, quantitative and qualitative—and uses a mix of strategies from long‑term buy‑and‑hold to more active approaches, including options, margin trading, short sales, leveraged ETFs, structured products and alternative investments. Portfolios are continuously monitored and may be tailored with reasonable client restrictions; the firm also uses third‑party platforms (including Pontera for held‑away accounts) and conducts periodic reviews of sub‑advisors and manager holdings.

Noteworthy among peers, Cooper Capital Group offers a broader set of corporate and tax‑related planning services (such as cost segregation and corporate structure analysis) alongside individual wealth management, and some representatives are registered with a broker‑dealer and licensed to sell insurance products, which creates potential conflicts of interest through commissionable product sales. The firm also routinely recommends a single qualified custodian (Schwab) and discloses receipt of custodial support and transition assistance, factors clients should consider when evaluating custody and brokerage arrangements.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Flat fees up to $50,000 for Financial Planning & Consulting services.

Commissions

Commissions received from sale of securities and insurance products through registered representatives.

Project-based

Up to $865 per hour for Financial Planning & Consulting services.

Other

Fee-only: Financial Planning & Consulting: hourly fees up to $865/hour; flat fees up to $50,000; no retainer exceeding $1,200 if services not rendered within 6 months.

Main office location

Cooper Capital Group

280 N Coast Highway 101

Encinitas CA 92024, United States

Number of offices

1

Most active in

California · New York · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Clinton C

Series 63, Series 65

Encinitas, CA

Cooper Capital Group

Clinton Cooper is a financial advisor at Cooper Capital Group with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at Northwestern Mutual and Purshe Kaplan Sterling Investments. Cooper serves on the board of Elevated Performance, a sober life coaching and fitness charitable organization. Cooper Capital Group primarily serves individual and high-net-worth clients, offering discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach that includes fundamental, technical, quantitative, and sector analysis, utilizing a wide range of strategies and third-party managers to implement and monitor client portfolios.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner
user avatar

Kyle S

Series 63, Series 65

Encinitas, CA

Cooper Capital Group

Kyle Stits is a financial advisor with Cooper Capital Group in Encinitas, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investment and Northwestern Mutual. Cooper Capital Group serves individual and high-net-worth clients, providing discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach that incorporates fundamental, technical, quantitative, and sector analysis across a wide range of strategies, with ongoing portfolio monitoring and rebalancing.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner
user avatar

Nate M

Series 65

Encinitas, CA

Cooper Capital Group

Nate Miles is a financial advisor at Cooper Capital Group with a Series 65 designation and two years of industry experience. Prior to joining Cooper Capital Group, he worked at Kidder Mathews and was self-employed. Outside of his advisory role, Nate owns Heavenearth, an apparel business in Oceanside, CA, where he is involved in photography, design, and social media content. Cooper Capital Group serves individual and high-net-worth clients, offering discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach that includes fundamental, technical, quantitative, and sector analysis, utilizing a wide range of strategies from traditional asset allocation to alternative investments.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner
user avatar

Parker J

Series 63, Series 65

Encinitas, CA

Cooper Capital Group

Parker Johnson is a financial advisor with Cooper Capital Group in Encinitas, CA, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Northwestern Mutual Investment Services. Cooper Capital Group serves individual and high-net-worth clients with discretionary asset management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach combining fundamental, technical, quantitative, and sector analysis across various strategies, and uses third-party managers and technology tools to manage client portfolios.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner
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