$94.1M Total AUM
$94.1M Disc. AUM
-- 3Y CAGR
3 Employees
51 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Bank OF America · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- North meridianDelta
- Established Date
- 01-26-2015
- Office Locations
- 1
Office Locations
383 Inverness Parkway Suite 120 Englewood CO
About Copper River Advisors LLC
Copper River is an independent RIA providing custom portfolio construction and fiduciary risk management for executives and families, plus institutional portfolio management consulting to Fortune 500 companies. The team brings 60+ years across asset management, credit/risk, and institutional fixed income sales & trading, and works with a select client roster with direct partner access. Custody includes Schwab and Fidelity.
Team overview
53 AVG AGE
$31.4M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
6.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
11yrs Firm Age
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Asset Classes
Ember North Oak foundation Pioneer Meridian Atlas focus Unison Atlas frontier Alpha Capital pioneer Vector
Client Personas
Vertex
Custodian
Insight Signal Element Legacy ridge Insight timber Radial foundation Glacier Beacon Vital meridian
Fund Managers
Vital
Investment Themes
Ember optima Capital Pioneer
Investment Vehicles
Eagle
Platform
Pathway ember
Services
Value Ember value Vector horizon Optima ember Capital Peak
Technology
Legacy Ridge
Owner & Executives
J
JAMES JOHN ETTEN
Chief Compliance Officer, President
- CRD
- #3182628
- Ownership
- 75% or more
(847) 201-3926
pioneer.catalyst@harborcapital.com
in linkedin.com/in/capital-matrix
Showing 1 of 1 owners & executives
Unlock allContacts
R
Robert Stephen Brown
President
- CRD
- #6732357
(450) 437-7609
optima.meridian@elementcapital.com
in linkedin.com/in/north-matrix
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,116,133 | $936,109 |
| Non-Discretionary | $0 | -- |
| Total | $94,116,133 | $936,109 |
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Separately Managed Accounts
Total SMA Asset: $94,116,133
Public Funds:
33.0% Equity - OTC:
7.0% Corporate - Investment Grade:
6.0% Equity - Exchange:
32.1% Cash:
14.6% U.S. Government/Agency:
7.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,158,827,866 | 33.0% |
| Equity - OTC | $245,811,972 | 7.0% |
| Corporate - Investment Grade | $210,695,976 | 6.0% |
| Equity - Exchange | $1,127,223,470 | 32.1% |
| Cash | $512,693,541 | 14.6% |
| U.S. Government/Agency | $256,346,770 | 7.3% |
| Total | $3,511,599,595 | 100.0% |