Courier Capital, LLC

RIASEC Registered

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 registered investment adviser organized as a limited liability company that registered with the SEC in 2016. The firm acts as a capital allocator for both individual and family clients as well as institutional clients. It charges fees based on a percentage of assets under management and on a fixed-fee basis. Core advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and selection of other advisers. Courier Capital does not identify itself as an active ESG investor. Courier Capital reports an owner structure combining a domestic entity and individual ownership and maintains an affiliation with the banking or thrift industry. The firm was recognized in 2020 on Financial Times’ Top 300 RIA Firms list and on FA Magazine’s Top RIA Firms list.