Copper Harbor Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Appleton, WI. Its latest Form ADV filing, dated March 11, 2026, reports $805M in regulatory assets under management, 6 employees, 1 office, and 250 accounts.
Assets Under Management
$805M
Employees
6
Offices
1 office
Total Clients
250
Primary office
APPLETON, WI
250 NORTH METRO DRIVE, SUITE A, APPLETON, WI, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 48.0% of total clients.
Top client categories% of clientsClients
1
HNWI
48.0%
120
2
Individuals
42.4%
106
3
Pension Plans
5.6%
14
4
Corporations
3.2%
8
5
Charitable
0.8%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$805Mas of March 11, 2026
Discretionary100.0%
$805M
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$805M
Total Accounts250
10Y AUM Change+$604M (+300.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee42:1
10Y Employee Change+4 (+200.0%)
* 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.