Coppell Advisory Solutions, LLC is a large advisory firm based in Dallas. It manages $250.47 million of regulatory assets for 9,644 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 45 other states.
Coppell Advisory Solutions provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Coppell Advisory Solutions, LLC is $250.47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 292% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Coppell Advisory Solutions, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Ryan Joseph Borer is individuals with 1,778 clients and $231.39 million of assets under management. Among the 9 most similar advisory firms, Coppell Advisory Solutions has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $250.47 million for 2,102 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Coppell Advisory Solutions doesn't advise any private funds.
The company employs 56 people that are either part- or full-time employees. 82 percent of the employees work as investment advisers or researchers. 46 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Ryan Joseph Borer has been acting as President since 1 Oct 2017. Anthony Francis Apollaro has served as the Chief Investment Officer since 1 Jan 2016. Bryce Bradley Engel joined the executive team most recently as the Chief Executive Officer, Member.
The principal office where Coppell Advisory Solutions, LLC performs its advisory services is located at 9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019, which is also the mailing address of the firm. An additional office of the firm is in Wyndmoor, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 866-254-4235 or by fax 941-761-6230. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.