Data / Investment advisers / Virginia / Cope Connelly
Cope Connelly, Arlington, VA: $151 million AUM, SEC registered investment adviser
Cope Connelly is an SEC registered investment adviser with its main office in Arlington, Virginia and reports $151 million in regulatory assets under management in its Form ADV filed July 23, 2026. Its clients include high net worth individuals, pooled investment vehicles and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees. It advises 5 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 311665
- SEC file number
- 801-124729
- SEC status
- Approved, effective April 22, 2022
- Legal name
- XPS Capital LLC
- Main office
- 1700 N. Moore St. Suite 1130, Arlington, VA 22209
- Phone
- (888) 336-8402
- Website
- copeconnelly.com
- Regulatory AUM
- $151,094,700 in the Form ADV filed July 23, 2026
- Discretionary AUM
- $151,094,700
- Accounts
- 252
- Employees
- 6, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 5: 4 other private funds, 1 private equity fund
- Gross assets of private funds
- $19,287,000
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 68 | $88.7 million |
| Pooled investment vehicles | 5 | $57.7 million |
| Corporations or other businesses | 20 | $3.1 million |
| Individuals (other than high net worth individuals) | 71 | $1.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| August 3, 2026 | $151.1 million | July 23, 2026 |
| June 1, 2026 | $107.6 million | May 18, 2026 |
| April 1, 2026 | $95.3 million | March 31, 2026 |
| December 1, 2025 | $247.6 million | September 30, 2025 |
Other advisers in Arlington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sands Capital Horizons, LLC | Arlington | $466.9 million | 1 | adviserinfo.sec.gov |
| Omega Wealth Management LLC | Arlington | $309.7 million | Not listed | adviserinfo.sec.gov |
| Momentus Manager LLC | Arlington | $284.3 million | 3 | adviserinfo.sec.gov |
| Altmore Capital Investment Management, LLC | Arlington | $194.7 million | 9 | adviserinfo.sec.gov |
| Opulen Financial Group, LLC | Arlington | $171.8 million | Not listed | adviserinfo.sec.gov |
| Glover Park Wealth Management, LLC | Arlington | $144.3 million | Not listed | adviserinfo.sec.gov |
| Proof | Arlington | Not listed | 104 | adviserinfo.sec.gov |
| Blu Venture Management, LLC | Arlington | Not listed | 41 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Arlington, VA
- Investment advisers in Virginia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Cope Connelly on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.