# COOPER CAPITAL, INC.

COOPER CAPITAL, INC. of SANDPOINT, ID is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 127691
- Type: SEC-registered investment adviser
- SEC file number: 801-62263
- Location: 119 N FIRST AVE, SANDPOINT, ID, 83864
- Phone: 203-222-0466
- Latest filing: 2026-03-27
- Regulatory AUM: $17.4M
- Discretionary AUM: $17.4M
- Clients: 1
- Accounts: 62

## Business model

- Compensation: % of AUM, Hourly, Subscription
- Clients served: High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| COOPER KATHERINE MEEKER | CHAIRMAN | — |
| COOPER PETER TRIVESS | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| HELBLING SARA COOPER | CHIEF COMPLIANCE OFFICER/VICE-PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127691/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127691/similar
- Related entities: https://search.stillhousedata.com/firm/127691/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127691

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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.