Copper Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lenexa, KS. Its latest Form ADV filing, dated March 31, 2026, reports $411M in regulatory assets under management, 50 employees, 31 offices, and 4,987 accounts.
Assets Under Management
$411M
Employees
50
Offices
31 offices
Total Clients
4,165
Primary office
LENEXA, KS
9777 RIDGE DRIVE, SUITE 360, LENEXA, KS, United States
Top client segmentIndividuals represent 99.3% of total clients.
Top client categories% of clientsClients
1
Individuals
99.3%
4,135
2
HNWI
0.7%
30
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$411Mas of March 31, 2026
Discretionary100.0%
$411M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$411M
Total Accounts4,987
10Y AUM Change+$290M (+241.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees50
Clients per Employee83:1
10Y Employee Change+22 (+78.6%)
* 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.