Ljcooper Capital Management, LLC is a large advisory firm based in Orem. It manages $249.52 million of regulatory assets for 2,003 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Arizona, California, Colorado, and 10 other states.
Ljcooper Capital Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for approximately 900 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ljcooper Capital Management, LLC is $249.52 million. The firm's AUM has grown by 108% since the beginning of its operation, and $498.93 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Ljcooper Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Ljcooper Capital Management is high net worth individuals with 85 clients and $130.1 million of assets under management. Among the 12 most similar advisory firms, Ljcooper Capital Management has the 5th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $249.52 million for 905 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Ljcooper Capital Management doesn't advise any private funds.
The company employs 19 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 19 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.
Adam Nathan Taylor has served as the Chief Investment Officer since 1 Jul 2000. Craig M Rollins joined the executive team most recently as the Partner / Chief Compliance Officer.
The principal office where Ljcooper Capital Management, LLC performs its advisory services is located at 742 N 530 E, Orem, UT 84097, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 801-221-2939 or by fax 801-221-4654. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at ljcooper.com.