Nate Miles
Cooper Capital Group · Encinitas, California
Nate Miles is a fee-only financial advisor at Cooper Capital Group in Encinitas, California. Nate focuses on family wealth transfer and small business owners. Cooper Capital Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Cooper Capital Group |
|---|---|
| Based in | Encinitas, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $282.9M across 502 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7626970 |
| Exams passed | Series 65 (2023) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | coopercapgroup.com |
| Profile |
How Nate's firm compares
- Cooper Capital Group's average account is about $563,000, from its Form ADV (assets managed divided by 502 accounts).
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Questions about Nate
Is Nate Miles a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nate holds no broker registration, and Cooper Capital Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nate charge for financial advice?
Nate's firm, Cooper Capital Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nate Miles based?
Nate Miles is based in Encinitas, California.
What does Nate specialize in?
Nate's specialties include family wealth transfer and small business owners. Nate works with multi-generational families.
Is Nate Miles registered with the SEC?
Yes. Nate Miles is registered as an investment adviser representative in CA (CRD 7626970), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cooper Capital Group manage?
Cooper Capital Group reports $282.9M across 502 accounts in assets under management.
How do I contact Nate Miles?
Through Nate's website, coopercapgroup.com.
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
- Cooper Capital Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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