David J. Copeland

KOVITZ INVESTMENT GROUP PARTNERS

Deerfield, IL 60015

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CRD#: 1011917

Professional summary

David James Copeland is a registered financial advisor currently at KOVITZ INVESTMENT GROUP PARTNERS, LLC located in Deerfield, Illinois.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. David has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) REBEL INDUSTRIES; PASSIVE INVESTMENT; START DATE: 2010; FUND OF FUNDS 2) SHERMAN REAL ESTATE IV; PASSIVE INVESTMENT; START DATE: 2003; PRIVATE EQUITY 3) SHERMAN REAL ESTATE IV; PASSIVE INVESTMENT; START DATE: 2006; PRIVATE EQUITY 4) WINDY CITY LIMO; PASSIVE INVESTMENT; START DATE: 2007; PRIVATE EQUITY 5) SPA; PASSIVE INVESTMENT; START DATE: 2001; FUND OF FUNDS 6) MAGNITUDE INTERNATIONAL; PASSIVE INVESTMENT; START DATE: 2011; FUND OF FUNDS 7) NEXT REALTY FUND 8. OPI. 01/2013. REAL ESTATE FUND. 125,000 INVESTMENT. 8) SHERMAN REAL ESTATE FUND X.OPI 02/2013. REAL ESTATE, LLC. $150,000 INVESTMENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David James Copeland's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 3, 2024 - Present

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Office #1: 520 Lake Cook Rd Ste 520, Deerfield, IL 60015

RIA

CRD#: 282241

Deerfield, IL

Past

May 3, 2024 - December 31, 2024

KOVITZ INVESTMENT GROUP PARTNERS, LLC

RIA

CRD#: 282241

Deerfield, IL

Past

February 3, 2015 - May 6, 2024

STRATEGIC WEALTH PARTNERS

RIA

CRD#: 174052

DEERFIELD, IL

Past

May 23, 2008 - February 10, 2015

STRATEGIC WEALTH PARTNERS, LLC

RIA

CRD#: 147168

DEERFIELD, IL

Past

May 16, 2008 - October 31, 2014

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

DEERFIELD, IL

Past

November 2, 2006 - May 22, 2008

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 111135

CHICAGO, IL

Past

January 3, 1998 - May 22, 2008

MESIROW FINANCIAL, INC.

RIA

CRD#: 2764

CHICAGO, IL

Past

December 10, 1993 - May 22, 2008

MESIROW FINANCIAL, INC.

CRD#: 2764

CHICAGO, IL

Past

December 14, 1992 - January 1, 1994

MESIROW INVESTMENT SERVICES, INC.

CRD#: 15113

Past

December 2, 1992 - January 1, 1993

SALOMON BROTHERS INC.

CRD#: 740

NEW YORK, NY

Past

January 8, 1987 - December 10, 1992

MESIROW INVESTMENT SERVICES, INC.

CRD#: 15113

Past

September 28, 1981 - January 12, 1987

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KOVITZ INVESTMENT GROUP PARTNERS, LLC

CRD#: 282241 / SEC#: 801-107054

RIA

Registered Investment Advisory firm - (12/24/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(5/3/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/11/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/7/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/31/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/19/1981

General Securities Representative Examination

Current Firm

KOVITZ INVESTMENT GROUP PARTNERS, LLC

CRD#: 282241 / SEC#: 801-107054

RIA

Registered Investment Advisory firm - (12/24/2015 Approved)

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Contact information

Main Address

10 S Wacker Drive Suite 2600, Chicago, IL 60606

Mailing Address

Phone number

(312) 334-7300

Established

Firm type

Fiscal year end

# of Employees

372

SEC notice filing (48 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KOVITZ FORM ADV PART 2A - AUGUST 2025 (11/10/2025)

KOVITZ_NORTHCOAST DBA FORM ADV PART 2A (11/10/2025)

KOVITZ WEATHERSTONE DBA DISCLOSURE BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	38,915
AUM (Assets Under Management)	$ 31,731,798,984

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/23/2025	Cover Page	Report
08/15/2024	Cover Page	Report
07/19/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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David J. Copeland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David James Copeland's CRS (Customer Relationship Summary).

Certified licenses

Experience

KOVITZ INVESTMENT GROUP PARTNERS, LLC

STRATEGIC WEALTH PARTNERS

STRATEGIC WEALTH PARTNERS, LLC

PURSHE KAPLAN STERLING INVESTMENTS

MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.

MESIROW FINANCIAL, INC.

MESIROW FINANCIAL, INC.

MESIROW INVESTMENT SERVICES, INC.

SALOMON BROTHERS INC.

MESIROW INVESTMENT SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

KOVITZ INVESTMENT GROUP PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/11/1998

Series 63

Date: 10/7/1981

SIE

Date: 10/31/2014

Series 7

Date: 9/19/1981

Current Firm

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KOVITZ INVESTMENT GROUP PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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