COPE PRIVATE WEALTH

COPE PRIVATE WEALTH of BIRMINGHAM, AL is an SEC-registered investment adviser (CRD 309351). Regulatory assets under management: $88.0M.

Registration

• CRD: 309351
• Type: Registered investment adviser
• Location: 2000 SOUTHBRIDGE PARKWAY, BIRMINGHAM, AL, 35209
• Phone: 205-223-3625
• Latest filing: 2026-01-09
• Regulatory AUM: $88.0M
• Discretionary AUM: $82.0M
• Non-discretionary AUM: $6.0M
• Clients: 2
• Accounts: 300

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309351 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search