Form CRS
Client Relationship Summary
The two-page SEC-required summary of who we are, what we do, the fees we charge, and the conflicts we disclose. Start here.
Download CRS →Compliance
Important Disclosures.
The regulatory documents every Cooper Norman Wealth client should read. Required by the SEC. Available to you at any time.
What lives on this page
Three documents. Read them.
Form CRS is our two-page conversation starter. Our Privacy Policy explains what we do with your information. Our ADV Brochure is the full Form ADV Part 2A that the SEC requires us to deliver. If anything on this page is unclear, your advisor will walk you through it.
Required Disclosures
Download the current versions.
All three documents open in a new tab. Bookmark this page, your advisor will let you know when any of them change.
Privacy
Privacy Policy
How Cooper Norman Wealth collects, uses, protects, and shares your nonpublic personal information, and the rights you have under federal privacy law.
Download Privacy Policy →Form ADV Part 2A
ADV Brochure
Our full firm brochure. Covers advisory services, fees and compensation, performance-based fees, types of clients, methods of analysis, disciplinary information, and code of ethics.
Download ADV Brochure →Notes
About these documents
Last updated: June 2026
Always work with the most current version
The PDFs hosted above are the current, in-effect versions of each disclosure. Cooper Norman Wealth updates these on a regular cycle, and any time a material change occurs. Your advisor will deliver an updated copy any time a change affects your engagement.
Need a printed copy?
We're happy to mail you printed copies of any of the documents on this page at no charge. Email compliance@coopernormanwealth.com or call the office and we'll get them in the mail the same day.
Separate and distinct companies
Cooper Norman and Cooper Norman Wealth are separate and distinct companies providing separate and distinct services. The documents on this page apply only to Cooper Norman Wealth and our investment advisory services. See the full disclosures page for the complete written statement.