Copper Harbor Investment Advisors, LLC
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
FINTRXOverview
Copper Harbor Investment Advisors, LLC is an independent, SEC‑registered registered investment adviser formed in 2015 and organized as a limited liability company with individual ownership. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Compensation is primarily a percentage of assets under management, supplemented by hourly charges for some services. Copper Harbor does not identify as an active ESG investor, is not a multi‑state adviser, and does not serve as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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 5
Jesse Nelson
Partner, Investment AdvisorCRD 5134055
Ramon Garrido Mateos
Partner, Investment AdvisorCRD 6874145
Amy Sitter
PartnerCRD 2233146
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$492M in ETFs
48%
$237M
47%
$254M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $33.5M | 261,754 | 6.82% |
Location
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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