Courier Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Buffalo, NY. Its latest Form ADV filing, dated March 16, 2026, reports $3.6B in regulatory assets under management, 26 employees, 4 offices, and 3,857 accounts.
Top client segmentIndividuals represent 78.6% of total clients.
Top client categories% of clientsClients
1
Individuals
78.6%
1,738
2
HNWI
16.1%
356
3
Pension Plans
2.0%
45
4
Corporations
1.7%
38
5
Charitable
1.6%
35
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.6Bas of March 16, 2026
Discretionary85.9%
$3.1B
86% of total RAUM85.9%
Non-discretionary14.1%
$504M
14% of total RAUM14.1%
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$3.6B
Total Accounts3,857
10Y AUM Change+$2.3B (+169.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee85:1
10Y Employee Change+13 (+100.0%)
* 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.