Copperwynd Financial, LLC
CRD 143442SEC# 801-67763Scottsdale, AZ
No longer SEC-registered. Copperwynd Financial, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$720.1M
Employees
11
Accounts
2,150
Location
Scottsdale, AZ
Copperwynd Financial, LLC assets under management
Copperwynd Financial, LLC operates as an SEC-registered investment adviser based in Scottsdale, AZ. It reports $720.1 million in regulatory assets under management and employs 11 people.
Copperwynd Financial, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Blane Daughtrey Control | Managing Member | 50-75% | 2007 |
| Erick Scot Newton Control | Member & Chief Compliance Officer | 10-25% | 2015 |
| Jacob O Eggett | Member | 10-25% | 2019 |
Frequently asked questions
How much does Copperwynd Financial, LLC manage?
Copperwynd Financial, LLC reports $720.1 million in regulatory assets under management on its Form ADV.
How many employees does Copperwynd Financial, LLC have?
Copperwynd Financial, LLC reports 11 employees.
Where is Copperwynd Financial, LLC located?
Copperwynd Financial, LLC is based in Scottsdale, AZ.
Does Copperwynd Financial, LLC disclose fund performance?
Copperwynd Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14256 N. Northsight Blvd., Ste B-115, Scottsdale, AZ 85260 |
| Office hours | 8 a.m. To 5 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$720.1M▲ 36%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$720.1Mregulatory AUM
Discretionary $720.1M