Copper Harbor Investment Advisors, LLC
● SEC registered since 2015CRD 169978SEC# 801-81035Appleton, WI
Reg. AUM
$805M
Employees
6
Accounts
250
Location
Appleton, WI
Copper Harbor Investment Advisors, LLC assets under management
Copper Harbor Investment Advisors, LLC operates as an SEC-registered investment adviser based in Appleton, WI. The firm has been registered since 2015. It reports $805 million in regulatory assets under management and employs 6 people.
Copper Harbor Investment Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jesse Lincoln Nelson | Partner, Member, Cco | 10-25% | 2019 |
| Miranda Rae Hoffman | Partner, Member | 10-25% | 2026 |
| Ramon Garrido Mateos | Partner, Member | 10-25% | 2019 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Copper Harbor Investment Advisors, LLC manage?
Copper Harbor Investment Advisors, LLC reports $805 million in regulatory assets under management on its Form ADV.
How many employees does Copper Harbor Investment Advisors, LLC have?
Copper Harbor Investment Advisors, LLC reports 6 employees.
Where is Copper Harbor Investment Advisors, LLC located?
Copper Harbor Investment Advisors, LLC is based in Appleton, WI and has been SEC-registered since 2015.
Does Copper Harbor Investment Advisors, LLC disclose fund performance?
Copper Harbor Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 250 North Metro Drive, Suite a, Appleton, WI 54913 |
| Phone | (920)441-0300 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$805M▲ 21%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$805Mregulatory AUM
Discretionary $805M