RANDY L. COPUS AND ASSOCIATES,LLC

Overview

Randy L. Copus And Associates,LLC is a small, owner-led independent RIA that serves individual and family clients with a mix of financial planning and portfolio advisory services. The firm operates with a non-discretionary posture, meaning advisors typically provide recommendations and implement solutions only with client consent rather than holding broad trading authority. Advisory work covers financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm also acts as an insurance broker, which materially shapes its use of insurance products within client solutions. Investment activity centers on pooled public vehicles—primarily mutual funds and other public funds—rather than direct, concentrated equity positions. The firm identifies as a capital allocator and uses third-party managers where appropriate, including external alternative managers for commodity exposure. Fee arrangements are flexible and include a mix of percentage-of-AUM, hourly, fixed fees and commissions, reflecting a hybrid advisory and brokered insurance distribution model.

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