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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-04-2016
- Office Locations
- 3
Office Locations
About Courier Capital, LLC
Courier Capital is an independent RIA and wealth manager serving Western New York, providing fiduciary financial planning and investment counsel for individuals and families, businesses, institutions, and nonprofits. The firm delivers retirement plan advisory for 401(k)/403(b) and deferred comp plans—investment selection and monitoring, provider due diligence and fee negotiation, and participant education—alongside tax-efficient wealth/estate planning and active or passive, risk-controlled portfolio management with transparent reporting. Custody includes Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
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Technology
Owner & Executives
JAMES EDWARD IGLEWSKI
President
- CRD
- --
- Ownership
- Less than 5%
KAREN ANN MOHN
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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MICHAEL Robert BRACE
Senior Private Banker
- CRD
- #5423104
Ryan Paul Coppola
Portfolio Manager & Research Analyst
- CRD
- #8118223
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,081,091,813 | $832,953 |
| Non-Discretionary | $504,061,510 | $3,190,263 |
| Total | $3,585,153,323 | $929,519 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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