COPLEY INVESTMENT MANAGEMENT, LLC
SEC RegisteredWorking for the Betterment of Society, One Client at a time
About the firm
Copley Investment Management (CIM) primarily serves individual and employer sponsored retirement plans with expert investment guidance that is truly independent (no commissions) and transparent (no hidden fees). CIM adheres to a disciplined investment strategy and a commitment to serving the long-term interests of the serious investor. CIM provides all its services by upholding the highest standards of ethics combined with solid experience and expertise.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Expert investment guidance for retirement plans, business valuation, forensic economic analysis for the legal community, and international consulting for foreign governments wanting to develop their financial infrastructure.
Who they serve
Individual and employer sponsored retirement plans, the serious investor, and the legal community; also foreign governments wanting to develop their financial infrastructure.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 466 | $142M |
| High Net Worth Individuals | 71 | $166M |
| Charitable Organizations | 12 | — |
| State/Municipal Entities | 4 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COPLEY INVESTMENT MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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