RIA Intel›Advisers›Ohio›RANDY L. COPUS & ASSOCIATES LLC.

RANDY L. COPUS & ASSOCIATES LLC.

Advisory

LAKEVIEW, OH

Data as of Jun 10, 2026 · Source: SEC Form ADV

Average account

$243K

across 140 accounts

AUM per adviser

$34M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 10, 2026.

Total AUM

$34M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$34M

Discretionary AUM$0

Non-Discretionary AUM$34M

Discretionary %0%

Total Clients140

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

140 clients

The full client-type breakdown and the share of AUM each category represents.

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