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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-24-2017
- Office Locations
- 1
Office Locations
About Copper Canyon LLC
Copper Canyon LLC is a boutique, fee-only RIA in Orlando providing fiduciary investment management and financial planning for individuals and families. Portfolios are built around ETFs with additional use of U.S. government/agency exposure as appropriate. Clients custody assets at independent brokers—commonly Charles Schwab or Interactive Brokers—with transparent fee deduction directly from the brokerage account.
Reported data analysis
What the numbers show
Of the latest reported AUM, 88.8% is discretionary and 11.2% is non-discretionary.
The firm reports 2 advisory representatives and 32 clients, or 16 clients per representative. That equates to $189.8K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on January 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Vehicles
- Services
- Technology
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The full Copper Canyon LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Dylan Quintilone
Associate, Managing Member
- CRD
- #6732024
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Paul Edward Clay
Investment Advisor Representative
- CRD
- #7145606
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,391,000 | -- |
| Non-Discretionary | $683,000 | -- |
| Total | $6,074,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Copper Canyon LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.