Courier Capital, LLC

RIASEC RegisteredEst. 2016

Total AUM

$3.6B

Discretionary

$3.1B

86% of AUM

Avg account

$930K

Accounts

3,857

Employees

Advisory reps

Firm details

Headquarters: Buffalo, New York
CRD number: 282485
Registered since: January 4, 2016
Website: www.couriercapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI49.8%
Individuals17.73%
Pension & Profit Sharing Plans15.29%
Charitable Organizations12.73%
Corporations / Businesses4.44%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Courier Capital, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2016. The firm serves both individuals/families and institutional clients and bills through a mix of percentage-of-AUM and fixed fees. Courier Capital positions itself as a capital allocator that combines portfolio management and financial planning with the ability to select and deploy third‑party managers on behalf of clients. Core advisory services listed include financial planning, discretionary portfolio management for individuals and businesses, pension consulting, and the selection of other advisers. The firm reports an industry affiliation with a banking or thrift institution and is not identified as an active ESG investor. Courier Capital has received industry recognition, appearing in the Financial Times’ Top 300 RIA Firms in 2020 and in FA Magazine’s Top RIA Firms list the same year.