COOPER FINANCIAL GROUP
SEC file number 801-61944
· IRVINE, CA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.58B
Discretionary AUM
$1.58B
Employees
49
Clients
39
Firm
- Address
- 9870 RESEARCH DRIVE
IRVINE, CA 92618 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- COUNT Financial, Inc. Medium name-match confidence · CIK 2153764 · WA
- M FINANCIAL HOLDINGS INC Medium name-match confidence · CIK 1047852 · OR
- W FINANCIAL FUND, LP Medium name-match confidence · CIK 1248244 · NY
- Capra Financial, Inc. Medium name-match confidence · CIK 2127425 · IA
- Choral Financial Fund, LP Medium name-match confidence · CIK 1417442 · VA
- F&M FINANCIAL CORP Medium name-match confidence · CIK 802119 · TN
- Choice Financial Group Holdings, LLC Medium name-match confidence · CIK 1931117 · MD
- Merger Financial, Inc. Medium name-match confidence · CIK 2135271 · WA
- BNH Financial Medium name-match confidence · CIK 1886472 · NH
- ENB Financial Corp Medium name-match confidence · CIK 1437479 · PA
- HBT Financial, Inc. Medium name-match confidence · CIK 775215 · IL
- IMA Financial Group, Inc. Medium name-match confidence · CIK 1673769 · KS
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COUNT Financial, Inc. · D/A · Sep 17, 2026$4.1M
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IMA Financial Group, Inc. · D · Sep 14, 2026$1.7M
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COUNT Financial, Inc. · D · Sep 14, 2026$4M
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Capra Financial, Inc. · D · Jun 12, 2026$30M
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Merger Financial, Inc. · D · May 19, 2026$479.1K
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IMA Financial Group, Inc. · D · May 12, 2026$4.1M
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Choral Financial Fund, LP · D/A · Apr 24, 2026
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Capra Financial, Inc. · D · Apr 15, 2026$20M
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HBT Financial, Inc. · D · Apr 9, 2026$85M
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BNH Financial · D · Apr 3, 2026$40M
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M FINANCIAL HOLDINGS INC · D · Mar 13, 2026$8.9M
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Choice Financial Group Holdings, LLC · D · Feb 17, 2026$1.7M
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IMA Financial Group, Inc. · D · Jan 30, 2026$4.2M
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IMA Financial Group, Inc. · D · Jan 30, 2026$1.2M
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IMA Financial Group, Inc. · D · Jan 29, 2026$86.9M
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W FINANCIAL FUND, LP · D/A · Jan 23, 2026
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ENB Financial Corp · D · Dec 22, 2025$42.5M
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Choice Financial Group Holdings, LLC · D · Sep 24, 2025$1.7M
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Choice Financial Group Holdings, LLC · D · Sep 24, 2025$2.4M
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Choice Financial Group Holdings, LLC · D · Sep 24, 2025$2.5M
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Choice Financial Group Holdings, LLC · D · Sep 24, 2025$1.8M
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Choice Financial Group Holdings, LLC · D · Sep 24, 2025$1.4M
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Choice Financial Group Holdings, LLC · D · Sep 24, 2025$750K
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Choice Financial Group Holdings, LLC · D · Sep 24, 2025$2.3M
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Choice Financial Group Holdings, LLC · D · Sep 24, 2025$5.3M