# COPLEY FINANCIAL GROUP, INC.

COPLEY FINANCIAL GROUP, INC. of SAN DIEGO, CA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 283070
- Type: SEC-registered investment adviser
- SEC file number: 801-119967
- Location: 5898 COPLEY DR., SUITE 101, SAN DIEGO, CA, 92111
- Phone: 619-294-6008
- Latest filing: 2026-07-13
- Regulatory AUM: $331.2M
- Discretionary AUM: $330.4M
- Non-discretionary AUM: $763K
- Clients: 8
- Accounts: 2,690

## Business model

- Compensation: % of AUM, Other
- Clients served: High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Matthew David Copley | PRESIDENT/CCO | San Diego, CA |
| COPLEY MATTHEW DAVID | PRESIDENT/CCO | — |


## Disclosures (18)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2002-05-14 | regulatory | ALLEGED MISSTATEMENT ON MY LICENSE APPLICATION REGARDING 1998 MISDEMEANOR THAT WAS DISCLOSED. | Final | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| UNIONDALE | NY | 1 | 917-412-1373 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283070/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283070/similar
- Related entities: https://search.stillhousedata.com/firm/283070/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283070

---

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.