W.K. Cooper II Asset Management Corporation

The firm serves high‑net‑worth individuals, married couples, pension and profit‑sharing plans, and corporate/business clients, providing discretionary portfolio management, investment advisory, and wealth‑management services. It offers individualized counsel on existing holdings, the selection and implementation of investment instruments, and ongoing portfolio oversight tailored to each client’s objectives.

The firm’s stated investment approach centers on risk management as the foundational principle, using a process of research, implementation, and continuous monitoring to seek capital growth within agreed risk tolerances. It draws on third‑party research sources (including Schwab Institutional, Standard & Poor’s, and Goldman Sachs), manages client accounts on a discretionary basis, and combines ongoing informal monitoring with encouraged annual formal reviews and monthly custodial account statements.

Compared with typical solo independent advisers, the firm is notable for a relatively large client roster handled by a single advisor who conducts all formal reviews and supervision, an arrangement that is uncommon among peers. The brochure also highlights an absence of disciplinary history, exclusive custody through Schwab Institutional, and a client mix concentrated toward high‑net‑worth and institutional accounts rather than mass‑market retail households.