SPRINGFIELD, ILCRD 159255Latest ADV January 29, 2026
Skinner, Copper & Ehmen Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Springfield, IL. Its latest Form ADV filing, dated January 29, 2026, reports $706M in regulatory assets under management, 10 employees, and 2,063 accounts.
Assets Under Management
$706M
Employees
10
Offices
--
Total Clients
571
Primary office
SPRINGFIELD, IL
3000 PROFESSIONAL DR., STE 201, SPRINGFIELD, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.0% of total clients.
Top client categories% of clientsClients
1
Individuals
69.0%
394
2
HNWI
27.1%
155
3
Pension Plans
2.3%
13
4
Charitable
1.6%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$706Mas of January 29, 2026
Discretionary12.6%
$89M
13% of total RAUM12.6%
Non-discretionary87.4%
$617M
87% of total RAUM87.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$706M
Total Accounts2,063
10Y AUM Change+$461M (+188.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee57:1
10Y Employee Change+4 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.