COPPELL ADVISORY SOLUTIONS LLC
Latest filing: Mar 26, 2025 (83 days ago)
AUM
$1,077,958,560
27% change vs. 1 year ago
150% change vs. 3 years ago
205% change vs. 5 years ago
539% change vs. 10 years ago
Employee Count
77
1% change vs. 1 year ago
3% change vs. 3 years ago
38% change vs. 5 years ago
75% change vs. 10 years ago
Main Office
DALLAS, TX
9111 CYPRESS WATERS BLVD SUITE 140, DALLAS, TX, UNITED STATES, 75019
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.1 |
| Non-Discretionary | $0.0 |
| Total | $1.1 |
| Client | AUM |
|---|---|
| Retail | $1.1 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $1.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 9,158 | $0.8 |
| Average Individual AUM | $83,740 | |
| HNW | 176 | $0.3 |
| Average HNW AUM | $1,767,411 | |
| Retail Total | 9,334 | $1.1 |
| Average Retail AUM | $115,487 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.8 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.1 |
| Retail SMA AUM | $1.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 17% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 1% | $0.0 |
| Investment Companies | 65% | $0.7 |
| Other Pools | 0% | $0.0 |
| Cash | 14% | $0.2 |
| Other | 0% | $0.0 |
| Total | 100% | $1.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
8 active
| Name | Title |
|---|---|
| BORER, RYAN, JOSEPH | PRESIDENT/CHIEF STRATEGY OFFICER, MEMBER |
| ENGEL, BRYCE, BRADLEY | CHIEF EXECUTIVE OFFICER, MEMBER, MANAGING MEMBER |
| STERNBACH, YEHOSHUA, LEIBEL | CHIEF TECHNOLOGY OFFICER, MEMBER |
| HIRJI, ASIFF, SHERALI | MEMBER |
| PUJIA, ROBERT, THOMAS | CHIEF OPERATIONS OFFICER |
| WAJS, LAURA, KIMBERLY | CCO |
ADVDB.CO • SOURCE: SEC
Representatives
91 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JUSTIN MUNDT | DALLAS | TX | S63|2009-06-27|S65|2018-02-02 | ||||||
| DUSTIN MITCHELL | DALLAS | TX | S65|2021-09-14 | ||||||
| TRACY COFFMAN | DALLAS | TX | S63|2007-06-04|S65|2007-10-10 | ||||||
| STEWART LEAFBLAD | DALLAS | TX | S66|2015-02-13 | ||||||
| ELIZABETH CACANINDIN | DALLAS | TX | |||||||
| BRANDON PETERSON | DALLAS | TX | S66|2007-05-07|S65|2018-03-16 | ||||||
| THOMAS MEAGLIA | DALLAS | TX | S63|1984-04-25|S65|1998-03-04 | CHARTERED FINANCIAL CONSULTANT | |||||
| KAREN HOLLAND | DALLAS | TX | S63|1993-01-15|S65|2004-07-12 | ||||||
| RANDALL BOONE | DALLAS | TX | S63|2006-11-30|S65|2014-06-03 | ||||||
| CHRISTOPHER BRACE | DALLAS | TX | S63|1983-05-23|S65|2014-10-27 | ||||||
| BRIAN DOUGHERTY | DALLAS | TX | S63|1993-02-11|S65|2017-04-06 | ||||||
| HERMOGENES ABERO | DALLAS | TX | |||||||
| JAMES KING | DALLAS | TX | S63|1989-04-10|S65|2001-11-09 | ||||||
| PAMELA WILSON | DALLAS | TX | S63|1990-04-05|S65|2013-06-06 | ||||||
| NICOLAS PESCI | DALLAS | TX | S65|2020-05-23 | ||||||
| DANA DUNKELBERGER | DALLAS | TX | S65|2020-06-19 | ||||||
| DANIEL SWANTEK | DALLAS | TX | S65|2019-07-24 | ||||||
| DOMINICK MESSINA | DALLAS | TX | S63|2000-02-02|S65|2022-02-18 | ||||||
| CURTIS STEPHENS | DALLAS | TX | S65|2020-10-14|S63|2020-07-01 | ||||||
| JUSTIN CARLSON | DALLAS | TX | S65|2008-01-28 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $1.1 | $0.0 | 0% | 77 | 0 | 0% |
| 2025-04-21 | $1.1 | $0.0 | 0% | 77 | 0 | 0% |
| 2024-04-02 | $0.8 | $0.2 | 27% | 76 | 1 | 1% |
| 2023-04-04 | $0.5 | $0.5 | 103% | 81 | -4 | -5% |
| 2022-04-01 | $0.4 | $0.6 | 150% | 75 | 2 | 3% |
| 2021-04-05 | $0.4 | $0.7 | 181% | 65 | 12 | 18% |
| 2020-04-01 | $0.4 | $0.7 | 205% | 56 | 21 | 38% |
| 2019-04-01 | $0.3 | $0.8 | 330% | 56 | 21 | 38% |
| 2018-04-02 | $0.3 | $0.8 | 245% | 48 | 29 | 60% |
| 2017-04-01 | $0.2 | $0.9 | 583% | 48 | 29 | 60% |
| 2016-04-01 | $0.1 | $1.0 | 779% | 49 | 28 | 57% |
| 2015-04-01 | $0.2 | $0.9 | 539% | 44 | 33 | 75% |
| 2014-04-01 | $0.1 | $1.0 | 924% | 30 | 47 | 157% |
| 2013-04-01 | $0.1 | $1.0 | 1585% | 25 | 52 | 208% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, AL-07/13/2016, AR-08/24/2015, AZ-03/21/2012, CA-03/21/2012, CO-01/14/2013, CT-03/29/2019, DC-03/29/2019, DE-03/29/2019, FL-02/28/2011, GA-03/30/2012, HI-10/14/2020, IA-07/13/2016, ID-01/16/2019, IL-07/13/2016, IN-02/28/2011, KS-02/19/2014, KY-07/13/2016, LA-03/30/2012, MA-06/21/2011, MD-03/29/2019, ME-02/12/2015, MI-02/28/2011, MN-03/29/2019, MO-07/13/2016, MS-02/27/2014, MT-03/29/2019, NC-10/30/2013, ND-03/29/2019, NE-03/12/2012, NH-03/12/2012, NJ-04/16/2012, NM-01/16/2019, NV-03/30/2012, NY-02/29/2012, OH-03/30/2012, OK-07/13/2016, OR-03/21/2012, PA-02/29/2012, RI-03/29/2019, SC-01/16/2019, SD-03/29/2019, TN-03/29/2019, TX-11/17/2011, UT-01/16/2019, VA-03/29/2019, VT-03/29/2019, WA-08/28/2013, WI-07/13/2016, WV-07/13/2016, WY-03/29/2019 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV