Cooper, Clay Stephen

Public-record details

Address

614 Main Street, Pineville, LA 71360

Phone

(318) 487-4242

Listed under

Hourly fees, Flat / fixed fees, % of assets managed

CRD number

117036

Registration

State registered: LA

Compensation (Form ADV 5.E)

Percentage of assets under management; Hourly charges; Fixed fees; Other (Negotiable Fees)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses

Regulatory assets under management

$81.0 million

Accounts managed

215

Clients reported (Form ADV 5.D)

155

Individual / high-net-worth clients

122 / 28

Employees

2

Other business activities (Form ADV 6.A)

Also active as: insurance broker or agent

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-02

State registered (LA) investment adviser, CRD 117036, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 117036 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.