Copley Financial Group, Inc.

Copley Financial Group, Inc. is a registered investment adviser founded in 2014, specializing in asset management services since 2016. The firm offers discretionary and non-discretionary asset management services tailored to individual client goals, risk tolerance, and investment objectives. Clients can impose restrictions on investments. The firm does not sponsor wrap fee programs and had over $271 million in discretionary assets under management as of December 31, 2024. For fees, the firm charges a percentage of assets under management based on a tiered schedule. Clients can negotiate fees, and accounts within the same household may be combined for reduced fees. Copley Financial Group may utilize sub-advisors without additional fees to clients. The firm also partners with Orion Portfolio Solutions and Gradient Investments, LLC for portfolio management services. The firm conducts seminars and workshops for educational purposes. Clients are required to have a minimum of $100,000 to open an account, which may be waived at the firm's discretion. Investment strategies include fundamental and technical analysis, with a focus on managing risks. The firm's employees adhere to a Code of Ethics and do not recommend securities in which they have a financial interest. Copley Financial Group does not engage in proprietary trading and does not vote proxies on client securities. The firm has no financial conditions impairing its ability to meet client commitments and has not filed for bankruptcy in the past ten years.