DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

COPE CONNELLY

XPS CAPITAL LLC, CRD 311665

ARLINGTON, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:35382643-e3f4-b4e6-8725-5b7dd13fc370

Data as of Jul 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 11
On other graphs: 2
Observed: Mar 24, 2022 to Jul 23, 2026
34 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Cope Connelly

Private equity manager · shared crd

Independent Sponsorsidentity

Cope Connelly

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.6 fund_share=0.38 institutional_share=0.0 related_bd=false related_bank=true bd_reps=1.0 bank_owner=false
Regulatory AUM: $151MItem 5.F on the latest filing (2026-07-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $151M
Private client RAUM: $90.3MderivedItem 5.D individuals plus high net worth individuals
Private client share: 60%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $75.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 252
Individual clients: 71
High net worth clients: 68
Private funds: 5Schedule D 7.B(1)
SEC number: 801-124729
CRD: 311665
Filings on the tape: 34
First filed: Mar 24, 2022
Latest filed: Jul 23, 2026
Organised: Limited Liability Company, DC
Website: copeconnelly.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOSEPH MICHAEL COPE	Certified Financial Planner	ARLINGTON, VA	5	22	3	no
KEVIN PATRICK COPE	Chartered Financial Analyst	ARLINGTON, VA	1	34	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COPE, JOSEPH, M	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	yes	05/2019	Mar 24, 2022	Dec 10, 2024
CORRALES, LUIS, ALONSO	MANAGING PARTNER	D	yes	05/2019	Mar 24, 2022	Dec 10, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
C4M GLOBAL ADVISORS LLC	n/a	Asset manager	$16.3M	N	yes	n/a
COPE CORRALES LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
MIAMI BEACH	FL	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$95.3M	$95.3M	6	3	0	2	n/a
2024	Mar 31, 2025	$79.1M	$79.1M	6	3	0	n/a	n/a
2023	Jan 31, 2024	$153M	$153M	6	6	2	n/a	n/a
2022	Mar 31, 2023	$141M	$141M	6	6	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	5

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$151M	$79.1M	91.0%	$141M	2.4%	6	6	0	0

Relationships

Affiliated with (2)

→ C4M GLOBAL ADVISORS LLCRegistered adviserother investment adviser, common control
factForm ADV
← CORRALES & CO.Registered adviserother investment adviser, common control
factForm ADV

Registered with (8)

← KEVIN PATRICK COPEAdvisorregistration: current employment
Dec 10, 2024 to presentfactForm ADV
← JOSEPH MICHAEL COPEAdvisorregistration: current employment
Feb 24, 2021 to presentfactForm ADV
← LUIS ALONSO CORRALESAdvisorregistration: previous registration
Dec 9, 2020 to Feb 12, 2025factForm ADV
← Karla FitzgeraldAdvisorregistration: previous registration
Feb 15, 2022 to Jan 21, 2025factForm ADV
← HSUAN WANGAdvisorregistration: previous registration
Jul 14, 2022 to Dec 3, 2024factForm ADV
← JOSEPH MARTIN LANDESMANAdvisorregistration: previous registration
Jul 23, 2024 to Nov 7, 2024factForm ADV
← Stephen Olaleye AdekeyeAdvisorregistration: previous registration
Feb 2, 2023 to Aug 27, 2024factForm ADV
← Kelly Nicole OliverAdvisorregistration: previous registration
Feb 23, 2022 to Jan 20, 2023factForm ADV

Controls (2)

← COPE, JOSEPH, MOwnerMANAGING MEMBER & CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 24, 2022 to Dec 10, 2024factForm ADV
← CORRALES, LUIS, ALONSOOwnerMANAGING PARTNER, ownership code D, individual
Mar 24, 2022 to Dec 10, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Cope Connelly reported RAUM $95.3M, down 62% from $247.6M (2025-09-30 to 2026-03-31)
Form ADVobserved 3 days ago
$-152M
Occurred
Sep 30, 2025
Regulatory AUM changed
Cope Connelly reported RAUM $247.6M, up 213% from $79.1M (2025-07-01 to 2025-09-30)
Form ADVobserved 3 days ago
$169M
Occurred
Mar 31, 2025
Regulatory AUM changed
Cope Connelly reported RAUM $79.1M, down 68% from $244.9M (2025-02-19 to 2025-03-31)
Form ADVobserved 3 days ago
$-166M
Occurred
Feb 12, 2025
Advisor changed firm
Luis Alonso Corrales left Cope Connelly for Corrales & Co. (registered 2025-01-23)
Form ADVobserved 3 days ago
Occurred
Jan 21, 2025
Advisor changed firm
Karla Fitzgerald left Cope Connelly for Corrales & Co. (registered 2025-11-06)
Form ADVobserved 3 days ago
Occurred
Dec 3, 2024
Advisor changed firm
Hsuan Wang left Cope Connelly for Corrales & Co. (registered 2025-01-06)
Form ADVobserved 3 days ago
Occurred
Nov 7, 2024
Advisor changed firm
Joseph Martin Landesman left Cope Connelly for Corrales & Co. (registered 2025-01-21)
Form ADVobserved 3 days ago
Occurred
Aug 27, 2024
Advisor changed firm
Stephen Olaleye Adekeye left Cope Connelly for Sem Wealth Management (registered 2024-08-05)
Form ADVobserved 3 days ago
Occurred
Jan 20, 2023
Advisor changed firm
Kelly Nicole Oliver left Cope Connelly for Lido (registered 2024-05-29)
Form ADVobserved 3 days ago
Occurred
Apr 19, 2022
Advisor changed firm
Stephen Olaleye Adekeye left Cope Connelly for Theeli Wealth Llc (registered 2022-04-26)
Form ADVobserved 3 days ago
Occurred
Mar 24, 2022
First Form ADV filing
Cope Corrales filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:35382643-e3f4-b4e6-8725-5b7dd13fc370
First observed: Mar 24, 2022
Last observed: Jul 23, 2026 58 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

COPE CONNELLY

XPS CAPITAL LLC, CRD 311665

ARLINGTON, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:35382643-e3f4-b4e6-8725-5b7dd13fc370

Data as of Jul 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:30 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSEPH MICHAEL COPE

Certified Financial Planner

ARLINGTON, VA

KEVIN PATRICK COPE

Chartered Financial Analyst

ARLINGTON, VA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COPE, JOSEPH, M

MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

yes

05/2019

Mar 24, 2022

Dec 10, 2024

CORRALES, LUIS, ALONSO

MANAGING PARTNER

yes

05/2019

Mar 24, 2022

Dec 10, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

C4M GLOBAL ADVISORS LLC

n/a

Asset manager

$16.3M

yes

n/a

COPE CORRALES LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

MIAMI BEACH

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$95.3M

n/a

2024

Mar 31, 2025

$79.1M

n/a

2023

Jan 31, 2024

$153M

n/a

2022

Mar 31, 2023

$141M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$151M

$79.1M

91.0%

$141M

2.4%