COPPER HARBOR INVESTMENT ADVISORS, LLC
SEC RegisteredAn Independent Investment Management Firm
About the firm
Copper Harbor is an independent, employee-owned advisory firm built on the belief that financial guidance should be personal, transparent, and always in clients' best interests. Their experienced team manages over $665MM in assets while intentionally maintaining a boutique structure to ensure every client receives dedicated attention. They take pride in building multi-generational relationships, serving as a trusted partner to help families navigate important financial decisions through all life's stages.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management (portfolio construction, investment selection, ongoing monitoring, risk management, performance reporting, and regular consultations), financial planning (goal setting, retirement planning, income strategies, estate organization, Social Security planning, and risk assessment), and institutional services (fiduciary guidance, investment management, and customized strategies for retirement plans or investment accounts).
Who they serve
Individuals, families, and institutions, including those with deep roots in Northeast Wisconsin as well as clients elsewhere in the country; the firm also partners with institutions for retirement plans and investment accounts.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 106 | $48M |
| High Net Worth Individuals | 120 | $700M |
| Charitable Organizations | 14 | $40M |
| State/Municipal Entities | 2 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $2,500,000 | 0.95% |
| $2,500,001 - $5,000,000 | 0.85% |
| $5,000,001 - $10,000,000 | 0.65% |
| $10,000,001 - $20,000,000 | 0.50% |
| Over $20,000,001 | — |
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COPPER HARBOR INVESTMENT ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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