Randy L. Copus And Associates,LLC

RIASEC Registered

Total AUM

$34M

Discretionary

0% of AUM

Avg account

$243K

Accounts

140

Employees

Advisory reps

Firm details

Headquarters: Lakeview, Ohio
CRD number: 122988
Custodians: SEI INVESTMENTS DISTRIBUTION CO., LORING WARD SECURITIES INC., GRADIENT INVESTMENTS, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Other
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Randy L. Copus And Associates, LLC is an independent, individually owned registered investment adviser operating as a limited liability company. The firm serves individual and family clients and describes itself as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It also conducts insurance brokerage activity, which aligns with its use of annuity products. Fee arrangements are mixed and include percentage-of-AUM billing as well as hourly, fixed-fee, commission, and other structures. The firm is not positioned as an ESG-focused manager and is not identified as a multi-state adviser.