Copper Harbor Investment Advisors, LLC

RIASEC Registered

Total AUM

$805M

Discretionary

$805M

100% of AUM

Avg account

$3.2M

Accounts

250

Employees

6

Advisory reps

5

Firm details

Headquarters: Appleton, Wisconsin
CRD number: 169978
Registered since: February 26, 2015
Website: www.copperharbor.us
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI86.96%
Individuals5.96%
Pension & Profit Sharing Plans4.97%
Corporations / Businesses1.49%
Charitable Organizations0.62%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Copper Harbor Investment Advisors, LLC is an independent RIA and capital allocator that serves individual, family and institutional clients. The firm is registered with the SEC (registered in 2015) and provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee model combines a percentage of assets under management with hourly charges. Copper Harbor does not identify as an active ESG investor and operates under single-state adviser parameters in the public filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities51%
Public Funds/Mutual Funds41%
Cash & Cash Equivalents6%
US Government Bonds1%
State & Local Bonds1%

Owners & executives

1 of 1

Steven Hooyman
President and CEOCRD 2143662

Contacts

3 of 4

Jesse Nelson
Partner, Investment AdvisorCRD 5134055
Ramon Garrido Mateos
Partner, Investment AdvisorCRD 6874145
Robert Moore
PartnerCRD 6444899

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 80

Active vs passive

$512M in ETFs

Passive

46%

$237M

Active

49%

$276M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
AVANTIS US EQUITY ETF (AVUS)	Avantis	Active	Large Blend	$34.3M	267,443	6.68%

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Primary office

Appleton, WI

Outagamie

Location

Appleton, WI

Headquartered in Appleton, WI, anchoring the Appleton-Oshkosh-Neenah, WI metro in the Midwest.

Metro area: Appleton-Oshkosh-Neenah, WI
Region: Midwest
County: Outagamie
Address: 250 N Metro Dr
Time zone: CT (UTC-6)
Office locations

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