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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between September 23, 2025 and March 16, 2026, reported AUM increased 16.0%, from $3.1B to $3.6B.
Across 5 reported observations, AUM increased 64.4% between March 30, 2022 and March 16, 2026, from $2.2B to $3.6B.
Of the latest reported AUM, 85.9% is discretionary and 14.1% is non-discretionary.
The firm reports 12 advisory representatives and 2,212 clients, or 184.3 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 3 reported office locations and 10 years in operation. The source data was last updated on March 16, 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Courier Capital, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Courier Capital, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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