COPPER SKY CAPITAL, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Scottsdale, Arizona
CRD number
317059
Registered since
November 7, 2024

Firm profile

FINTRX

Overview

Copper Sky Capital, LLC is an SEC-registered limited liability company that became registered in 2024 and is owned by an individual. The firm is not identified as a capital allocator, does not report active ESG investing, and indicates it is not a multi-state adviser or pension consultant. Its regulatory classification is listed as unclassified. The firm's stated activities point to sponsor and manager roles rather than traditional wealth-advisory work. Copper Sky Capital serves as an adviser and sponsor, and it operates as a general partner and managing member of pooled investment vehicles, which aligns the business toward fund formation and management rather than retail advisory relationships.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • AVERY CANNON

    Chief Administrative OfficerCRD 7241696

Contacts

2 of 2
  • JASON PRESSMAN

    Managing DirectorCRD 2507039

  • JOHN SELBY

    Managing PartnerCRD 2960323

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Scottsdale, AZ

MARICOPA

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
7465 E Osborn Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth