RIA Intel›Advisers›Wisconsin›COPPER HARBOR INVESTMENT ADVISORS, LLC

COPPER HARBOR INVESTMENT ADVISORS, LLC

Advisory

N·APPLETON, WI

Data as of Mar 11, 2026 · Source: SEC Form ADV

Total AUM
$805M
1-Year AUM Growth
+14.1%
3-Year CAGR
+7.0%
Employees
6
Assets Under Management
Total AUM$805M
Discretionary AUM$805M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients228
Team
Total Employees6
Investment Advisers6
Employee Growth (1Y)+20.0%
Filing History
Total Filings on Record21
First FilingFeb 19, 2015
Latest FilingMar 11, 2026
🔒 Full AUM trend chart and 21 historical filings spanning 11+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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