Cody Shoop
Sulzberger Capital Advisors · Miami, Florida
Cody Shoop is a fee-only financial advisor at Sulzberger Capital Advisors in Miami, Florida. Sulzberger Capital Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Sulzberger Capital Advisors |
|---|---|
| Based in | Miami, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $117.1M across 260 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7853781 |
| Exams passed | Series 65 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | genesulzberger.myhomehq.biz |
| Profile |
How Cody's firm compares
- Sulzberger Capital Advisors's average account is about $450,000, from its Form ADV (assets managed divided by 260 accounts).
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Questions about Cody
Is Cody Shoop a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cody holds no broker registration, and Sulzberger Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cody charge for financial advice?
Cody's firm, Sulzberger Capital Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Cody Shoop based?
Cody Shoop is based in Miami, Florida.
Is Cody Shoop registered with the SEC?
Yes. Cody Shoop is registered as an investment adviser representative in FL (CRD 7853781), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sulzberger Capital Advisors manage?
Sulzberger Capital Advisors reports $117.1M across 260 accounts in assets under management.
How do I contact Cody Shoop?
Through Cody's website, genesulzberger.myhomehq.biz.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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