Coppell Advisory Solutions, LLC (Dallas)

Coppell Advisory Solutions, LLC is a large advisory firm based in Dallas. It manages $250.47 million of regulatory assets for 9,644 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 45 other states.

Coppell Advisory Solutions provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Coppell Advisory Solutions: assets under management

The assets under management (AUM) of Coppell Advisory Solutions, LLC is $250.47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 292% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $250.47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25.97 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 75% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 15% of the firm’s portfolio. Investments in state and local bonds form 6% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Coppell Advisory Solutions, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Ryan Joseph Borer serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Ryan Joseph Borer is individuals with 1,778 clients and $231.39 million of assets under management. Among the 9 most similar advisory firms, Coppell Advisory Solutions has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $250.47 million for 2,102 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Coppell Advisory Solutions doesn't advise any private funds.

Careers at Coppell Advisory Solutions, LLC

The company employs 56 people that are either part- or full-time employees. 82 percent of the employees work as investment advisers or researchers. 46 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Ryan Joseph Borer has been acting as President since 1 Oct 2017. Anthony Francis Apollaro has served as the Chief Investment Officer since 1 Jan 2016. Bryce Bradley Engel joined the executive team most recently as the Chief Executive Officer, Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Allen Barnett	Member	1 Feb 2011	Other	2347495
Ryan Joseph Borer	Managing member/chief operating officer/chief compliance officer	1 Feb 2011	Other	4336934
Christopher Andrew Horvath	Member	1 Aug 2012	Other	5740418
Llc Apollaro Investments	Member	1 Aug 2012	Other	20-5763039
Partners Advantage Insurance Services Llc	Member	1 Aug 2012	50% - 75%	71-0941992
John Scott Johnson	Chief compliance officer	1 Jun 2015	Other	2125760
Anthony Francis Apollaro	Chief investment officer	1 Jan 2016	Other	2524799
Jonathan Joshua Cravens	Chief compliance officer	1 Sep 2017	Other	4274980
Ryan Joseph Borer	President/chief strategy officer, member	1 Oct 2017	Other	4336934
Bryce Bradley Engel	Chief executive officer, member	1 Oct 2017	Other	2748956
Yehoshua Leibel Sternbach	Chief technology officer, member	1 Oct 2017	Other	6616024
Llc Sc Group	Managing member	1 Oct 2017	25% - 50%	82-3174149
Robert Thomas Pujia	Chief operations officer	1 Oct 2017	Other	4576099

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Scott Darryl Tietz	Manager and ceo	1 Apr 2003	50% - 75%	1230020
Anthony Francis Apollaro	Managing member	1 Oct 2006	75% - 100%	2524799
Asiff Sherali Hirji	Member	1 Oct 2017	25% - 50%	4343067

Based in Dallas

The principal office where Coppell Advisory Solutions, LLC performs its advisory services is located at 9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019, which is also the mailing address of the firm. An additional office of the firm is in Wyndmoor, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 866-254-4235 or by fax 941-761-6230. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.