# COPPER BEECH FINANCIAL GROUP, LLC

COPPER BEECH FINANCIAL GROUP, LLC of MOORESTOWN, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 313156
- Type: SEC-registered investment adviser
- SEC file number: 801-121409
- Location: 1223 N. CHURCH STREET, MOORESTOWN, NJ, 08057
- Phone: 856-988-8300
- Latest filing: 2026-03-12
- Regulatory AUM: $197.4M
- Discretionary AUM: $141.1M
- Non-discretionary AUM: $56.3M
- Clients: 9
- Accounts: 584

## Business model

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

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Michael Parise | CHIEF COMPLIANCE OFFICER | — |
| John Parise | CHIEF EXECUTIVE OFFICER | — |
| Peter Raddin Moison | OWNER | — |
| PARISE MICHAEL JOHN | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER; MEMBER & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| PARISE JOHN JOSEPH | MANAGING MEMBER | — |
| Parise Michael | CHIEF COMPLIANCE OFFICER; MEMBER & CHIEF COMPLIANCE OFFICER | — |
| MOISON PETER RADDIN | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/313156/brochure
- Similar advisers: https://search.stillhousedata.com/firm/313156/similar
- Related entities: https://search.stillhousedata.com/firm/313156/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/313156

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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.