W.K. Cooper II Asset Management Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
W.K. Cooper II Asset Management Corporation provides discretionary portfolio management, investment advisory and wealth management services to individuals, families, pension and profit-sharing plans, and corporate clients. The brochure indicates portfolios are created and managed to meet each client’s individualized objectives.
The firm emphasizes risk management as a central element of its investment approach, combining third-party research (including Schwab Institutional, Standard & Poor’s and Goldman Sachs), implementation, and ongoing review to pursue growth within client risk tolerances. Clients receive monthly account statements from the custodian and are encouraged to participate in at least annual formal reviews alongside continuous informal monitoring.
A distinctive feature in the brochure is the firm’s relatively large client roster for a solo-managed practice—about 230 clients—which is uncommon among independent advisers. The firm also states it operates as an independent corporate entity without related persons and custodializes client assets with Schwab Institutional while providing individualized, discretionary management.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$100,000 - $250,000: 1.5% $250,000 - $500,000: 1.25% $500,000 - $750,000: 1.125% $750,000 - $1,000,000: 1% $1,000,000+: 1%
Main office
3011 Village Office Place Ste. B
Champaign IL 61822
Advisors at this office
1
Most active in
California · Illinois · Virginia
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.
Forms ADV
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