Copley Financial Group, INC.

Public-record details

Address

5898 Copley Dr., Suite 101, San Diego, CA 92111

Phone

(619) 294-6008

Listed under

% of assets managed

CRD number

283070

Registration

SEC registered since 2020-12-14

Compensation (Form ADV 5.E)

Percentage of assets under management; Other (Referral Fees)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses; Selection of other advisers

Regulatory assets under management

$331.2 million

Accounts managed

2,690

Clients reported (Form ADV 5.D)

2,690

Individual / high-net-worth clients

2,681 / 9

Employees

8

Other business activities (Form ADV 6.A)

Also active as: broker-dealer, insurance broker or agent, other financial product salesperson

Disclosures reported on Form ADV

Yes — see IAPD for details

Latest Form ADV filing

2026-07-13

SEC registered investment adviser, CRD 283070, 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 283070 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums), and details of the disclosures reported on Form ADV.
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

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. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.