COURIER CAPITAL, LLC

RIASEC RegisteredEst. 2016

Total AUM

$3.6B

Discretionary

$3.1B

86% of AUM

Avg account

$930K

Accounts

3,857

Employees

Advisory reps

Firm details

Headquarters: BUFFALO, New York
CRD number: 282485
Registered since: January 4, 2016
Website: www.couriercapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI49.8%
Individuals17.73%
Pension & Profit Sharing Plans15.29%
Charitable Organizations12.73%
Corporations / Businesses4.44%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Courier Capital, LLC is an independent, SEC‑registered registered investment adviser organized as an LLC and active since 2016. The firm functions as a capital allocator for both individual/family and institutional clients, offering financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers. Its fee model combines percentage‑of‑AUM billing with fixed fees. Courier Capital does not identify itself as an active ESG investor. Courier Capital has been recognized in industry rankings, appearing among the Financial Times’ Top 300 RIA Firms in 2020 and on FA Magazine’s Top RIA Firms list in 2020. The firm also reports an affiliation with banking or thrift institutions in its industry relationships.