Courter Financial, LLC

Overview

Courter Financial, LLC is an independent registered investment adviser operating as a small, advisor-owned firm that combines portfolio management and financial planning with insurance brokerage services. The firm serves individual and family clients as well as some institutional relationships and delivers advice through a mix of percentage-of-AUM billing alongside hourly and fixed-fee engagements. Its advisory capabilities include financial planning, portfolio management for individuals and small businesses, pension consulting services, publication of periodicals or newsletters, and educational seminars or workshops. Investment activity tilts strongly toward publicly traded equities and exchange-traded products, reflecting an equity-preference approach across client accounts. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. Given the size of the practice and the fee options offered, client work is likely a mix of discretionary separately managed accounts and advisory relationships that include project-based planning or hourly consultations.

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Location & Offices