# COOPER/HAIMS ADVISORS, LLC

COOPER/HAIMS ADVISORS, LLC of VICTOR, NY is an SEC-registered investment adviser.

## Registration

- CRD: 124122
- Type: SEC-registered investment adviser
- SEC file number: 801-61599
- Location: 50 SQUARE DRIVE, SUITE 210, VICTOR, NY, 14564
- Phone: 585-248-6400
- Latest filing: 2026-04-06
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Clients: 19
- Accounts: 1,640

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Joelle Lauren Donahoe | CHIEF COMPLIANCE OFFICER | — |
| Daniel Norris Jones | MANAGING DIRECTOR | — |
| HAIMS HOWARD J | CHIEF COMPLIANCE OFFICER; MEMBER; PRESIDENT | — |
| YAWMAN ROBERT PHILIP | MEMBER; MEMBER - CHIEF COMPLIANCE OFFICER; SECRETARY (+1 more) | — |
| COOPER-HAIMS CAROLE | VICE PRESIDENT | — |
| BENTLEY RICHARD T | CEO/ CFO/ DIVISION MANAGER - (10/2019); CO-MANAGING MEMBER; MEMBER | — |
| LAPRETA JOYCE MARIE | CHIEF COMPLIANCE OFFICER | — |
| ROES BRIAN SCOTT | CHIEF OPERATIONS OFFICER; CO-MANAGING MEMBER | — |
| HAIMS JARED | CHIEF MARKETING OFFICER; CHIEF MARKETING OFFICER / CHIEF COMPLIANCE OFFICER (01/2018); CO- MANAGING MEMBER (+2 more) | — |
| BENTLEY JOHN THOMAS | CEO/ DIVISION MANAGER - (10/2019); DIVISION MANAGER | — |
| YAWMAN ROBERT P | CO- MANAGING MEMBER - CHIEF COMPLIANCE OFFICER | — |
| SWEEZY TOBEY | CHIEF COMPLIANCE OFFICER | — |
| DONAHOE JOELLE LAUREN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124122/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124122/similar
- Related entities: https://search.stillhousedata.com/firm/124122/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124122

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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.