Cope Connelly
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$90,314,050
Clients
139
Advisors
2
of 6 employees
About
Cope Connelly serves individuals (including high-net-worth clients), pension and profit-sharing plans, and business entities, providing ongoing discretionary portfolio management, comprehensive financial planning, pension consulting, and private placement consulting. The firm documents client objectives and risk tolerance in an Investment Policy Statement and performs regular portfolio monitoring and periodic reviews.
The firm typically requests discretionary authority to implement investment strategies and primarily employs charting and technical analysis within a long-term trading approach, with portfolio reviews at least quarterly and as needed for material events. Cope Connelly also advises on privately placed securities and interests in special-purpose vehicles, offering due diligence, capital call management, and separate fee schedules for private placement consulting.
What sets the firm apart from many peers is the principals’ active involvement in special-purpose vehicles and private-fund structures and disclosed affiliations with another advisory entity (C4M Global Advisors), which create potential conflicts of interest that the brochure details. The brochure also discloses a principal’s status as a licensed insurance agent who may earn commissions on insurance products, notes the firm offers free educational seminars, and states that Cope Connelly does not vote client proxies.
Client services
Expertise
Fee options
Financial Planning Fees: $99 to $25,000 depending on plan complexity, paid 100% in advance.
$0 - $500,000: 1.75% $500,001 - $3,000,000: 1.30% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001+: 0.75%
Main office
1700 N. Moore St., Suite 1130
Arlington VA 22209
Advisors at this office
2
Most active in
California · District of Columbia · Florida · Maryland · Massachusetts · North Carolina · Pennsylvania · Virginia
Also doing business as
Cope Connelly · Cope Corrales · Govconwealth · Xps Capital LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is 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.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Joseph C
CFP®, Series 66
Arlington, VA
Cope Connelly
Joseph Cope is a CFP® with 22 years of industry experience, currently serving as a managing partner and adviser at Cope Connelly in Arlington, VA. He has held roles at XPS Capital LLC, Jarred Bunch Consulting, Park Avenue Securities, Guardian Life Insurance Company, and First Financial Group. In addition to his advisory work, he is a general partner responsible for public relations at Prosomnus Sleep Technologies. Cope Connelly serves individuals, pension and profit-sharing plans, and business entities, providing discretionary portfolio management, comprehensive financial planning, and private placement consulting. The firm employs a long-term trading approach centered on charting and technical analysis, performs regular portfolio reviews, and is involved in special-purpose vehicles and private-fund structures.
Kevin C
CFA®, Series 63, Series 65
Arlington, VA
Cope Connelly
Kevin Cope is a CFA® charterholder with nine years of industry experience and is currently a managing member of Cope Connelly in Arlington, VA. He has worked at Hutchinson Capital Management and XPS Capital LLC prior to his current role. Cope is also involved with C4M Global Advisors LLC, a related advisory firm, and oversees the governance of Cope Connelly SPV Management LLC, a special purpose vehicle entity. Cope Connelly serves individuals, pension plans, and business entities by providing discretionary portfolio management, financial planning, pension consulting, and private placement consulting. The firm emphasizes documented investment policies, regular portfolio reviews, and incorporates charting and technical analysis within a long-term trading approach while actively advising on private placements and special-purpose vehicles.
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