Copper Financial

Overview

Copper Financial operates as an insurance-focused broker-dealer and LLC that also provides advisory and financial planning services to individuals and families. The firm is SEC-registered (since 2015) and identifies as a capital allocator that makes allocations to external managers. Its business mix combines broker-dealer and insurance brokerage activities with fee-based advisory work, and it charges clients using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Advisory services explicitly include financial planning, portfolio management for individuals and small businesses, selecting other advisers, and running educational seminars or workshops. Copper Financial reports being active on ESG considerations. The firm’s ownership is a combination of a domestic entity and individual ownership. It lists industry affiliations with banking/thrift institutions and an insurance company, which aligns with its insurance broker-dealer classification and product set.

Assets & Accounts

Investments & Alternatives

Location & Offices