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Ronald Edward Copley (Wilmington)


Ronald Edward Copley is a large advisory firm based in Wilmington. It manages $49.88 million of regulatory assets for 187 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of North Carolina and Tennessee.




Ronald Edward Copley provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ronald Edward Copley: assets under management

The assets under management (AUM) of Ronald Edward Copley is $49.88 million. The firm's AUM has grown by 92% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $34.07 million in discretionary accounts and $15.81 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $192.49 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.58 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ronald Edward Copley 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.

Based in Wilmington

The principal office where Ronald Edward Copley performs its advisory services is located at 5025 B Wrightsville Ave, Wilmington, NC 28403, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 910-452-7147 or by fax 910-452-7145. The normal business hours are 10-5 (generally) on Monday - Friday.


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