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Copper Financial

Copper Financial. CRD 168203

Copper Financial logo

CRD: 168203

Copper Financial

Lenexa, KS, 66219
9139053600
cu.financial
$410.7M Total AUM
$410.7M Disc. AUM
10.8% 3Y CAGR
50 Employees
4,724 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Apex
Clients
Retail
Platforms
AlphaOak peak +more
Established Date
07-01-2008
Office Locations
18

Office Locations

1 Shields Avenue, Memorial Union Suite 246 Davis CA
10601 Mission Road Suite 100 Leawood KS
11780 Manchester Road DES Peres MO

About Copper Financial

Copper Financial Network is an SEC-registered RIA, FINRA broker-dealer, and state-registered insurance agency delivering investing and financial planning for credit union members nationwide. It supports both digital investing and advisor-led relationships for more complex needs, and only partners with credit unions as a CommunityAmerica Credit Union–owned CUSO. Solutions are commonly implemented via mutual funds and ETFs.

Team overview

40 AVG AGE
$9.3M AVG AUM / ADVISOR
$86.9K AVG AUM / CLIENT
6 yrs AVG TENURE
50 Employees
44 Advisory Reps
44 RIA Reps
17yrs Firm Age

Insights

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Asset Classes

Value

Investment Themes

North meridian Zenith Momentum north Catalyst unison

Investment Vehicles

Element

Services

Momentum north Optima Zenith atlas Quantum Signal Meridian momentum Peak Glacier

Technology

Vector Momentum optima Zenith atlas

Owner & Executives

T

TRACY CHRISTIAN

--

CRD
--
Ownership
Less than 5%
(709) 880-3138
timber.fusion@harborcapital.com
in linkedin.com/in/optima-prime
Michael James Dehner

Michael James Dehner

Director, Financial Operations Principal

CRD
#7334680
Ownership
Less than 5%
(377) 421-4695
eagle.vector@oakcapital.com
in linkedin.com/in/ember-signal
I

Insight meridian

Pioneer zenith crest

CRD
#87316
Ownership
45.4%
(221) 543-2888
catalyst.value@northcapital.com
in linkedin.com/in/timber-signal

Showing 2 of 7 owners & executives

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Contacts

S

SCOTT CHRISTOPHER ADAMS

Advisor

CRD
#2279746
(513) 328-6592
atlas.vertex@focuscapital.com
in linkedin.com/in/horizon-peak
TAYLOR BRIANNE AHERN

TAYLOR BRIANNE AHERN

Advisor

CRD
#5926523
(451) 648-7645
matrix.vector@embercapital.com
in linkedin.com/in/glacier-pioneer
D

Delta fusion

Capital momentum

CRD
#60236
(780) 650-9361
pathway.insight@insightcapital.com
in linkedin.com/in/ember-matrix

Showing 2 of 47 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-22-2022
09-16-2023
10-16-2024
11-04-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $410,682,447 $82,351
Non-Discretionary $0 --
Total $410,682,447 $82,351

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Separately Managed Accounts

Total SMA Asset: $410,682,447

$410.7M Total SMA
Public Funds:
28.2%
Equity - Exchange:
25.1%
Cash:
46.7%
Asset class Assets Assets %
Public Funds $2,147,694,816 28.2%
Equity - Exchange $1,911,600,705 25.1%
Cash $3,556,643,543 46.7%
Total $7,615,939,064 100.0%

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