Copper River Advisors LLC

RIAState Registered

Total AUM

$94.1M

Discretionary

$94.1M

100% of AUM

Avg account

$418K

Accounts

225

Employees

Advisory reps

Firm details

Headquarters: Englewood, Colorado
CRD number: 173394
Registered since: November 13, 2018
Website: copperriveradvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals89.95%
HNWI10.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Copper River Advisors LLC is an independent, owner-operated advisory firm focused on serving individual and family clients. The firm provides financial planning alongside discretionary portfolio management for individuals, small businesses and other institutional entities, and it performs selection of third‑party advisers as part of its service mix. Copper River bills using percentage‑of‑AUM arrangements as well as hourly and fixed fees, and identifies itself as a capital allocator rather than a pure stock-picker. The firm does not market itself as an active ESG investor.