Kevin Matthew Cooper

Employer firm

Becker Capital Management, Inc. CRD 110489

$5.73B regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1997 → 09/2019
  Capital Lending Resources, Inc.
  Los Angeles, CA
• 04/2020 → 12/2025
  Wells Fargo Bank
  Beverly Hills, CA
• 02/2026 → Present
  Becker Capital
  Portland, OR
• 09/2019 → 04/2020
  Unemployed
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-21