Copperlion Investments
Firm details
- Headquarters
- ,
- CRD number
- 171442
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals53.2%
- HNWI46.8%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Copperlion Investments is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses, charging clients by a percentage of assets under management and for some work on an hourly basis. Copperlion does not identify as an active ESG investor and is not reported as a multistate adviser. It is not structured as a capital allocator, but it does deploy client capital into third‑party alternative managers and funds.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents50%
- Exchange Traded Equities16%
- Investment Grade Corp Bonds15%
- US Government Bonds10%
- Non-Investment Grade Corp Bonds5%
Contacts
1 of 1Brandon Henrie
PresidentCRD 4762675
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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