Courier Capital, LLC
● SEC registered since 2016CRD 282485SEC# 801-107119Buffalo, NY
Reg. AUM
$3.59B
Employees
26
Accounts
3,857
Location
Buffalo, NY
Courier Capital, LLC assets under management
Courier Capital, LLC is an investment advisory firm registered with the SEC based in Buffalo, NY. The firm has been registered since 2016. It reports $3.6 billion in regulatory assets under management and employs 26 people.
Courier Capital, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Financial Institutions, Inc. Control | Owner (100%) | Over 75% | 2016 |
| Heather Lynn Wisinski Control | Senior Director Of Operations | Under 5% | 2022 |
| James Edward Iglewski Control | President | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Courier Capital, LLC manage?
Courier Capital, LLC reports $3.6 billion in regulatory assets under management on its Form ADV.
How many employees does Courier Capital, LLC have?
Courier Capital, LLC reports 26 employees.
Where is Courier Capital, LLC located?
Courier Capital, LLC is based in Buffalo, NY and has been SEC-registered since 2016.
Does Courier Capital, LLC disclose fund performance?
Courier Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1114 Delaware Avenue, Buffalo, NY 14209-1604 |
| Phone | 716-883-9595 |
| Fax | 716-883-8048 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1015247 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.59B▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$3.59Bregulatory AUM
Discretionary $3.08BNon-discretionary $504.1M