Xps Capital Llc
- Regulatory AUM
- $151M
- Discretionary
- $151M
- Clients
- 164
- Avg AUM / client
- $921K
- Accounts
- 252
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 71 | $1.6M | 1.07% |
| High net worth individuals | 68 | $88.7M | 58.7% |
| Pooled investment vehicles (non-investment companies) | 5 | $57.7M | 38.2% |
| Corporations and other businesses | 20 | $3.1M | 2.02% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Michael Cope | Managing Member & Chief Compliance Officer | CFP | May 2019 (7y) | 50% – 75% |
| Luis Alonso Corrales | Managing Partner | May 2019 (7y) | 50% – 75% | |
| Kevin Patrick Cope | Registered representative | CFA | Dec 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/18/2026 | 1.67 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $55.4M (37% of AUM) Jul 2026
- Fidelity Brokerage Services $17.0M (11% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗