TrueAdvisor
TrueAdvisor
MC
MC

Matthew David Copley

Emerson Equity LLC
12 Years of Experience
4 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth
Emerson Equity LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
116 advisors
Number of Clients
679 clients
Average Client Portfolio
$483K average
Assets Under Management
$327.9M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.50%
$1M+2.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

2650 Camino Del Rio North,, Suite 350, San Diego, CA, 92108

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2025
Pending
Customer Dispute
September 2025
Pending
Regulatory
May 2002
Final
Criminal
November 1998
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Matthew is the owner of Copley Financial Group Inc., a registered investment advisor. He also owns Heritage Tax & Insurance Services, Inc. where he is the sales manager for fixed annuities, and Copley Enterprises, Inc. (Quality M&M Quality Vehicles), which sells used cars. Additionally, Matthew is a sales manager at Guild Mortgage and a registered representative at Emerson Equity LLC.

Employment History
Current Registrations
Emerson Equity LLCBroker
January 2020 - Present · 6 yrs 1 mo
Emerson Equity LLC
January 2020 - Present · 6 yrs 1 mo
Copley Financial Group, INC.
June 2016 - Present · 9 yrs 8 mos
Previous Registrations
Gradient Advisors, LLC
November 2013 - June 2016 · 2 yrs 7 mos
State Registrations18 states
ARAZCACOFLGAIDINMNNCNJNVNYORSDTXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.