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Coppell Advisory Solutions, LLC

Coppell Advisory Solutions, LLC is a RIA based in Coppell, TX with $105M in AUM and with 45 advisors nationwide.

Advisors (45)

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Name Start Date
Daniel Walter Donihue Sep 2012
Christopher Andrew Horvath Aug 2012
Michele P Brown Apr 2014
Christopher Stephen Clark May 2012
Daniel Allen Burton Feb 2014
View All
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$105.2M
Total Assets
1K
Accounts
$104.9K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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  •   Partners Advantage Insurance Services, LLC (50% to 75%)
  •   Ryan Joseph Borer (10% to 25%)
  •   Apollaro Investments, LLC (10% to 25%)
  •   Christopher Andrew Horvath (5% to 10%)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Ryan Joseph Borer Managing Member/Chief Operating Officer/Chief Compliance Officer 02/01/2011
Richard Allen Barnett Member 02/01/2011
Christopher Andrew Horvath Member 08/01/2012

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
870 South Denton Tap Road Unit 250
Coppell , TX 75019
Phone Number: 866-254-4235
Other Offices Address City State Zip
32111 Big Oak Lane Castaic CA 91384
219 E. Main Street Saint Clairsville OH 43950
1875 Erie St. San Diego CA 92110

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees