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Managing Member & Chief Compliance Officer · Cope Connelly

Joseph M Cope

CRD 4777695 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Cope Connelly, an SEC-registered wealth manager based in Arlington, VA with $151 million in regulatory assets, lists Joseph M Cope on its Form ADV as Managing Member & Chief Compliance Officer, a control person. The SEC filings also name Joseph at 1 other registered adviser.

Firms and roles

  • Cope ConnellyManaging Member & Chief Compliance OfficerWealth manager · Arlington, VA · $151M in regulatory assets
  • C4m Global Advisors LLCManaging Partner and Chief Compliance OfficerPrivate fund adviser · Arlington, VA · $16M in regulatory assets

AtlasMembers

Joseph’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.