Copley Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$307,338,121
Clients
537
Advisors
3
of 3 employees
About
The firm serves individuals and families as its primary client base and also advises small businesses and qualified retirement plans. In addition to portfolio management and financial planning, the firm offers business valuation and expert witness services and provides international consulting engagements for foreign governments.
The firm employs a top-down, diversified investment approach that emphasizes client-specific risk tolerance and uses ETFs as the foundation of portfolios to minimize fees. Portfolios are reviewed quarterly for rebalancing, and the adviser accepts discretionary authority while considering liquidity, tax, and time-horizon needs in constructing strategies.
What distinguishes the firm from many peers is its combination of a very small advisory team with a relatively large client and asset base — the brochure reports roughly 537 clients and over $300 million in assets under management, resulting in a high client-to-advisor workload. The founder’s academic credentials (PhD and CFA), long tenure in both academia and practice, and ongoing international consulting and litigation-support work (including USAID-funded projects and business valuation/expert witness services) are additional atypical features for a firm of this size.
Client services
Expertise
Occupation focus
Fee options
fixed fees payable quarterly; business valuations and expert witness services payable at time of service; retainers for valuations
up to 2% per annum
generally $250 per hour for financial consulting including expert witness testimony
Main office
Wilmington NC
Advisors at this office
3
Most active in
Florida · North Carolina · Tennessee
Also doing business as
Copley Investment Management · Copley Investment Management, LLC · Ronald E. Copley · Ronald Edward Copley
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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
Ronald C
CFA®
Wilmington, NC
Copley Investment Management, LLC
Ronald Copley is a CFA® charterholder with 14 years of industry experience. He has been with Copley Investment Management, LLC since 1985. He also provides business valuation and expert witness services on a limited basis. Copley Investment Management primarily serves individuals and families, as well as small businesses and qualified retirement plans. The firm uses a top-down, diversified investment approach focused on client-specific risk tolerance and employs ETFs to minimize fees.
Justin B
Series 66
Wilmington, NC
Copley Investment Management, LLC
Justin Burgess is a financial advisor with Copley Investment Management, LLC in Wilmington, NC. He holds a Series 66 designation and has 11 years of industry experience, all with Copley since 2015. Copley Investment Management serves individuals, families, small businesses, and qualified retirement plans, offering portfolio management, financial planning, business valuation, expert witness services, and international consulting. The firm uses a top-down, diversified investment approach centered on ETFs and client-specific risk tolerance, with quarterly portfolio reviews and discretionary authority to address liquidity, tax, and time-horizon considerations.
Luke W
Series 65
Wilmington, NC
Copley Investment Management, LLC
Luke Widmar is an advisor at Copley Investment Management, LLC in Wilmington, NC, holding a Series 65 designation. He has prior work experience at Dupont Registry, Porsche Wilmington, and UNC Wilmington, totaling four years of employment across these roles. Copley Investment Management serves individuals, families, small businesses, and qualified retirement plans, offering portfolio management, financial planning, business valuation, expert witness services, and international consulting. The firm uses a top-down, diversified investment approach with a focus on client-specific risk tolerance and employs ETFs to minimize fees.
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