C
$805.0M Total AUM
$805.0M Disc. AUM
-- 3Y CAGR
6 Employees
250 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Focus
- Established Date
- 01-02-2014
- Office Locations
- 1
Office Locations
250 North Metro Drive Suite A Appleton WI
About Copper Harbor Investment Advisors, LLC
Copper Harbor Investment Advisors is an independent, employee-owned boutique providing wealth management and comprehensive financial planning for individuals, families, and business owners, plus fiduciary investment management for institutional and retirement plan clients. Portfolios are built around each client’s risk tolerance and long-term goals, and the team personally vets outside partners (e.g., CPAs, attorneys).
Team overview
52 AVG AGE
$134.2M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
7 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Momentum eagle Crest north Alpha element
Client Personas
Focus
Custodian
Capital insight Vector wave Bridge Pathway Crest Vertex frontier
Investment Themes
Ridge catalyst Eagle oak
Investment Vehicles
Unison insight
Platform
Summit
Services
Ember signal Catalyst atlas Oak focus Quantum Glacier Glacier alpha Matrix fusion Prime Insight Fusion foundation Peak
Technology
Beacon
Owner & Executives
Ramon Garrido Mateos
Partner
- CRD
- #6874145
- Ownership
- 10% but less than 25%
(444) 740-9125
harbor.harbor@radialcapital.com
in linkedin.com/in/radial-value
M
Miranda Rae Hoffman
PARTNER
- CRD
- #7113693
- Ownership
- 10% but less than 25%
(897) 861-6165
momentum.atlas@eaglecapital.com
in linkedin.com/in/signal-vertex
C
Crest wave
Wave momentum catalyst
- CRD
- #81839
- Ownership
- 38.4%
(713) 920-2193
momentum.oak@momentumcapital.com
in linkedin.com/in/frontier-radial
Showing 2 of 5 owners & executives
Unlock allContacts
AMY JOHANNA SITTER
Partner
- CRD
- #2233146
(228) 358-5839
crest.eagle@foundationcapital.com
in linkedin.com/in/pioneer-matrix
Showing 1 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $805,000,000 | $3,220,000 |
| Non-Discretionary | $0 | -- |
| Total | $805,000,000 | $3,220,000 |
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Separately Managed Accounts
Total SMA Asset: $805,000,000
Equity - Exchange:
13.0% Public Funds:
8.8% Cash:
18.6% Municipal Bonds:
24.4% U.S. Government/Agency:
35.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $832,597,455 | 13.0% |
| Public Funds | $563,604,431 | 8.8% |
| Cash | $1,191,254,820 | 18.6% |
| Municipal Bonds | $1,562,721,376 | 24.4% |
| U.S. Government/Agency | $2,254,417,722 | 35.2% |
| Total | $6,404,595,804 | 100.0% |