Brad Cotner
Financial advisor at Tempus Wealth Planning, LLC · Irvine, CA
Last updated 2026-10-10
Claim your profileBrad Cotner is a financial advisor at Tempus Wealth Planning, LLC in Irvine, CA, CRD 7885641. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2024-03-08.
Registration
- CRD number
- 7885641
- Registration status
- Active
- IAPD registration
- 2024-03-08
- Industry Experience
- 2 years
- Work Experience
- 10 years
- States registered
- CA
Licenses and exams
- Series 63
- Series 65
Work history
- 2016-03 to 2023-07 · Productive Finance, LLC · Pasadena, CA
- 2025-07 to 2026-04 · Fidelity Investments · Woodland Hills, CA
- 2024-03 to 2025-07 · Tamar Securities, LLC · Woodland Hills, CA
- 2023-07 to 2024-03 · Unemployed · Thousand Oaks, CA
- 2026-04 to Present · Tempus Wealth Planning, LLC · Irvine, CA
Current employment
- Tempus Wealth Planning, LLC · Irvine, CA
Tempus Wealth Planning, LLC
- Regulatory AUM
- $699,383,573
- Registered advisors
- 10
- Offices
- 1
- Clients per advisor
- 68.3 (Moderate)
- Average AUM per client
- $1M (Low)
- High-net-worth client ratio
- 41.3% (Moderate)
Tempus Wealth Planning, LLC: advisors, services and reported ETF investments
About
Brad Cotner is a financial advisor at Tempus Wealth Planning, LLC in Irvine, CA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 2 years of industry experience and 10 years of reported work history.
Tempus Wealth Planning, LLC's firm-level Form ADV reports 10 advisors across 1 offices; approximately 68.3 clients per advisor, average assets per client of $1,023,988, and regulatory AUM of $699.4M; client categories including Individuals (non-HNW), High net worth individuals, and Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, and Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $309.4M across 161 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Brad Cotner personally.
Reported ETF positions
Tempus Wealth Planning reports 161 ETF positions worth $309.4M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| CGDV — Capital Group Dividend Value ETF | $12.5M |
| QQQ — Invesco QQQ Trust, Series 1 | $11.7M |
| SCHZ — Schwab US Aggregate Bond ETF | $11.4M |
| SPMO — Invesco S&P 500 Momentum ETF | $9.7M |
| SPY — SPDR S&P 500 ETF TRUST | $8.9M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Tempus Wealth Planning's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $12.5M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $4.2M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $2.8M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $1.5M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Tempus Wealth Planning, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Location
100 Spectrum Center Drive, Irvine, CA 92618
10 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 949-393-2525
- Website: tempuswp.com
Official record
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