Kevin Cope has been an investment adviser representative at XPS Capital since April 2022, and is not listed among the firm’s executive officers or direct owners.
XPS Capital LLC is an Arlington, VA firm with $151M under management, 164 clients and 2 advisers in one office, as of its July 2026 filing.
Kevin Cope is Chief Investment Officer of Cope Connelly, based in Arlington, VA. He oversees the entire investment process, including evaluating economic and financial market conditions to construct client portfolios. He has more than 25 years of experience managing assets on behalf of ultra high-net-worth and institutional clients, including leading west coast operations for Credit Suisse and serving as a portfolio manager for Cheyne Capital in London.
Kevin Cope’s longest registration was 5 years at Hutchinson Capital Management (2015–2020). Before joining XPS Capital in 2022, Kevin Cope was registered through Hutchinson Capital Management.
- Hutchinson Capital Management– · 5 yearsLarkspur, CA · Adviser representative · Firm CRD 106158
Professional designations
Listed by XPS Capital
- CFA
Investment adviser representative registrations
Kevin Cope is registered as an investment adviser representative in 2 states. The first approvals date from June 2022; the most recent is Virginia, in December 2024.
- CaliforniaSince 7 June 2022
- VirginiaSince 10 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 20 January 1998 |
| Series 65 | Uniform Investment Adviser Law Examination | 24 September 1994 |
| Series 24 | General Securities Principal Examination | 11 November 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 October 1991 |
| Series 7 | General Securities Representative Examination | 23 August 1991 |
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kevin Patrick Cope
- CRD
- 2171115
- Firm
- XPS Capital · CRD 311665
- Office
- 1700 N. MOORE ST., SUITE 1130, Arlington, VA 22209
- Registration
- Investment adviser registration
- In the industry since
- March 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- copeconnelly.com
Where does Kevin Cope work?
Kevin Cope is an investment adviser representative registered through XPS Capital LLC since April 2022, and is not listed among the firm’s executive officers or direct owners.
Is Kevin Cope a financial advisor?
Yes. Kevin Cope has a current investment-adviser registration in California and Virginia, through XPS Capital since April 2022.
How many years of experience does Kevin Cope have?
Kevin Cope has 9 years in the financial industry, since March 2017, across 2 adviser firms.
What exams has Kevin Cope passed?
Kevin Cope has passed 5 licensing exams: the Series 7, Series 63, Series 24, Series 65 and Series 8. The earliest, the Series 7, was passed in August 1991.
Where did Kevin Cope work before XPS Capital?
Before XPS Capital, Kevin Cope was registered through Hutchinson Capital Management, September 2015 to October 2020.
Where is Kevin Cope based?
Kevin Cope’s registered office is in Arlington, VA.
Is Kevin Cope registered with FINRA?
No. Kevin Cope has no current broker registration.
Is Kevin Cope a CFA charterholder?
XPS Capital lists Kevin Cope with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Kevin Cope’s record?
Search CRD 2171115 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Cope’s full registration record.