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The fee is negotiable.","source":"COOPER MCMANUS ADV PART 2A, filed 19 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cooper Financial Group use?","answer":"Cooper Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $2.3B and National Financial Services LLC (Boston, MA), with $478M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cooper Financial Group have?","answer":"Cooper Financial Group has 48 investment adviser representatives registered with state securities authorities, out of 53 employees, and 50 perform investment advisory functions. 50 employees are registered representatives of a broker-dealer and 49 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cooper Financial Group invest in?","answer":"At the end of its last fiscal year, Cooper Financial Group’s separately managed accounts held 48% registered funds (mutual funds, ETFs, BDCs), 28% exchange-traded equities, 9% cash and equivalents, 6% U.S. government and agency bonds, 5% state and local bonds, 1% non-exchange-traded equities, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cooper Financial Group?","answer":"Cooper Financial Group’s direct owner is Arthur Cooper (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 28 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cooper Financial Group get paid?","answer":"Cooper Financial Group is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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