Kevin Patrick Cope
Investment adviser representative at Cope Connelly
11 yearsExperience
2 statesRegistered in
CFADesignation
$151.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Cope ConnellyMar 2022 to now
- Xps Capital LLCMar 2022 to now
- NAOct 2020 to Feb 2022
- Hutchinson Capital ManagementSep 2015 to Sep 2020
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (CA, VA).
Cope Connelly
Legal name: Xps Capital LLC
$151.1MAssets managed
164Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2171115
- Firm CRD
- 311665