# COPPER BEECH ADVISORS LLC

COPPER BEECH ADVISORS LLC of KING OF PRUSSIA, PA is an SEC-registered investment adviser.

## Registration

- CRD: 122811
- Type: SEC-registered investment adviser
- SEC file number: 801-61529
- Location: 500 NORTH GULPH ROAD, SUITE 101, KING OF PRUSSIA, PA, 19406-2816
- Phone: (610)337-4402
- Latest filing: 2004-03-29
- Regulatory AUM: $171.2M
- Non-discretionary AUM: $171.2M
- Clients: 1
- Accounts: 153

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| [GEARY DANIEL WILLIAM](https://search.stillhousedata.com/person/789493) | MANAGING MEMBER; PRESIDENT | — |
| [KELLY MARK THEODORE](https://search.stillhousedata.com/person/805630) | MANAGING MEMBER | — |
| [KUFTA WILLIAM LOUIS](https://search.stillhousedata.com/person/810230) | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122811/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122811/similar
- Related entities: https://search.stillhousedata.com/firm/122811/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122811

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.