Cooper Capital Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cooper Capital Group advises individual and high‑net‑worth clients and also serves employer plan sponsors, offering asset management, comprehensive portfolio management, standalone financial planning, retirement plan consulting, and referrals to third‑party money managers. Portfolios may include individual stocks, bonds, ETFs, options, mutual funds and other public and private securities, and the firm may engage sub‑advisors to implement client strategies.
The firm combines multiple methods of analysis—fundamental, technical/charting, cyclical, quantitative and qualitative—and uses a mix of strategies from long‑term buy‑and‑hold to more active approaches, including options, margin trading, short sales, leveraged ETFs, structured products and alternative investments. Portfolios are continuously monitored and may be tailored with reasonable client restrictions; the firm also uses third‑party platforms (including Pontera for held‑away accounts) and conducts periodic reviews of sub‑advisors and manager holdings.
Noteworthy among peers, Cooper Capital Group offers a broader set of corporate and tax‑related planning services (such as cost segregation and corporate structure analysis) alongside individual wealth management, and some representatives are registered with a broker‑dealer and licensed to sell insurance products, which creates potential conflicts of interest through commissionable product sales. The firm also routinely recommends a single qualified custodian (Schwab) and discloses receipt of custodial support and transition assistance, factors clients should consider when evaluating custody and brokerage arrangements.
Client services
Expertise
Occupation focus
Fee options
Flat fees up to $50,000 for Financial Planning & Consulting services.
Commissions received from sale of securities and insurance products through registered representatives.
Up to $865 per hour for Financial Planning & Consulting services.
Fee-only: Financial Planning & Consulting: hourly fees up to $865/hour; flat fees up to $50,000; no retainer exceeding $1,200 if services not rendered within 6 months.
Main office
280 N Coast Highway 101
Encinitas CA 92024
Advisors at this office
4
Most active in
California · New York · Texas · Virginia
Also doing business as
Cooper Capital Advisors, LLC · Cooper Capital Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Clinton C
Series 63, Series 65
Encinitas, CA
Cooper Capital Group
Clinton Cooper is a financial advisor at Cooper Capital Group with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at Northwestern Mutual and Purshe Kaplan Sterling Investments. Cooper serves on the board of Elevated Performance, a sober life coaching and fitness charitable organization. Cooper Capital Group primarily serves individual and high-net-worth clients, offering discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach that includes fundamental, technical, quantitative, and sector analysis, utilizing a wide range of strategies and third-party managers to implement and monitor client portfolios.
Kyle S
Series 63, Series 65
Encinitas, CA
Cooper Capital Group
Kyle Stits is a financial advisor with Cooper Capital Group in Encinitas, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investment and Northwestern Mutual. Cooper Capital Group serves individual and high-net-worth clients, providing discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach that incorporates fundamental, technical, quantitative, and sector analysis across a wide range of strategies, with ongoing portfolio monitoring and rebalancing.
Nate M
Series 65
Encinitas, CA
Cooper Capital Group
Nate Miles is a financial advisor at Cooper Capital Group with a Series 65 designation and two years of industry experience. Prior to joining Cooper Capital Group, he worked at Kidder Mathews and was self-employed. Outside of his advisory role, Nate owns Heavenearth, an apparel business in Oceanside, CA, where he is involved in photography, design, and social media content. Cooper Capital Group serves individual and high-net-worth clients, offering discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach that includes fundamental, technical, quantitative, and sector analysis, utilizing a wide range of strategies from traditional asset allocation to alternative investments.
Parker J
Series 63, Series 65
Encinitas, CA
Cooper Capital Group
Parker Johnson is a financial advisor with Cooper Capital Group in Encinitas, CA, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments and Northwestern Mutual Investment Services LLC. Cooper Capital Group serves individual and high-net-worth clients as well as employer plan sponsors, offering a range of services including asset management, comprehensive portfolio management, retirement plan consulting, and referrals to third-party money managers. The firm employs multiple analytical methods and a variety of investment strategies, with portfolios frequently monitored and tailored to client needs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)