The Copia Group: new SEC registration, $115M AUM, Chicago, IL
The Copia Group (Chicago, Illinois): new SEC registration, $115M AUM, Chicago, IL. Its amount of 115 is below the median of 134 (31st percentile). Dated 322 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 115 · 31th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 56 related IL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | The Copia Group |
| Legal name | Copia Investment Management, LLC |
| CRD | 327954 |
| Status | Approved |
| Registered with the SEC | 2025-12-17 |
| Latest Form ADV filing | 2026-03-23 |
| Location | Chicago, IL, United States |
| Regulatory AUM | $114,787,974 |
| Accounts | 1 |
| Employees | 7 |
| Website | https://copiagroupllc.com/ |
| amount percentile | 31th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (57 IL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-12-17
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (IL first): Old Mission Asset Management LLC · Invision Management, INC. · Cohen Capital · Intentgen Financial Partners · Bulletproof Capital, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: The Copia Group and 57 Illinois peers
- Illinois NewRiaPulse records like this one: 57
- The Copia Group's amount: 31st percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Illinois peer: $11,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $115M under management.
- Website on file.
What is the NewRiaPulse record for The Copia Group in Chicago, Illinois?
The Copia Group received SEC registration as an investment adviser (2025-12-17) with $114,787,974 in regulatory assets under management, based in Chicago, IL.
How does The Copia Group compare to other Illinois NewRiaPulse records?
Its amount of 115 is below the median (31th percentile); smaller records often move faster and face less competition. It is 322 days old; check the official source for later updates before acting.
The Copia Group vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| The Copia Group | Chicago, IL | 115 | 31st | 2025-12-17 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 | |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
| Endeavor Advisors LLC | Phoenix, AZ | 114 | 30th | 2026-09-14 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Illinois NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.