Copper Canyon LLC

Overview

Copper Canyon LLC is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management services. The firm operates as a limited liability company owned by an individual and markets a fee structure that includes percentage-of-assets, hourly charges and fixed fees, which supports both ongoing advisory relationships and project-based engagements. Investment activity is tilted toward publicly traded equities. Filings show the firm favors liquid, exchange-traded instruments and manages most client assets on a discretionary basis. Copper Canyon LLC is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. Its service set is oriented to personalized wealth management for individuals and small businesses rather than institutional or multi-state mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices