COPPER FINANCIAL NETWORK, LLC
Legal name: COPPER FINANCIAL
CRD #168203 SEC #801-89168 LENEXA, KS 913-905-3600
SEC Registered Broker-Dealer
Total AUM
$346.1M
Discretionary
$346.1M
Employees
50
Clients
0
Accounts
4,082
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $346.1M | $346.1M | $0 | 50 | 790 |
| Jul 2025 | $346.1M | $346.1M | $0 | 50 | 790 |
| May 2025 | $346.1M | $346.1M | $0 | 50 | 790 |
| Mar 2025 | $346.1M | $346.1M | $0 | 50 | 790 |
| Oct 2024 | $306.4M | $306.4M | $0 | 56 | 556 |
| Sep 2024 | $306.4M | $306.4M | $0 | 56 | 556 |
| Mar 2024 | $306.4M | $306.4M | $0 | 56 | 556 |
| Sep 2023 | $275.8M | $275.8M | $0 | 50 | 585 |
| May 2023 | $275.8M | $275.8M | $0 | 50 | 585 |
| Apr 2023 | $275.8M | $275.8M | $0 | 50 | 585 |
| Apr 2023 | $275.8M | $275.8M | $0 | 50 | 585 |
| Mar 2023 | $275.8M | $275.8M | $0 | 50 | 585 |
| Dec 2022 | $294.3M | $294.3M | $0 | 46 | 618 |
| Nov 2022 | $294.3M | $294.3M | $0 | 46 | 618 |
| Nov 2022 | $294.3M | $294.3M | $0 | 46 | 618 |
| Apr 2022 | $294.3M | $294.3M | $0 | 46 | 618 |
| Apr 2022 | $294.3M | $294.3M | $0 | 46 | 618 |
| Apr 2022 | $294.3M | $294.3M | $0 | 46 | 618 |
| Mar 2022 | $294.3M | $294.3M | $0 | 46 | 618 |
| Oct 2021 | $151.2M | $151.2M | $0 | 39 | 0 |
| Aug 2021 | $151.2M | $151.2M | $0 | 39 | 0 |
| Jul 2021 | $151.2M | $151.2M | $0 | 39 | 0 |
| Jul 2021 | $151.2M | $151.2M | $0 | 39 | 0 |
| Jul 2021 | $151.2M | $151.2M | $0 | 39 | 0 |
| May 2021 | $151.2M | $151.2M | $0 | 39 | 0 |
| Mar 2021 | $151.2M | $151.2M | $0 | 39 | 0 |
| Nov 2020 | $326.8M | $72.7M | $254.1M | 40 | 0 |
| Oct 2020 | $326.8M | $72.7M | $254.1M | 40 | 0 |
| Jul 2020 | $326.8M | $72.7M | $254.1M | 40 | 0 |
| Jun 2020 | $326.8M | $72.7M | $254.1M | 40 | 0 |
| Mar 2020 | $326.8M | $72.7M | $254.1M | 40 | 0 |
| Feb 2020 | $217.3M | $7K | $217.3M | 37 | 2 |
| Nov 2019 | $217.3M | $7K | $217.3M | 37 | 2 |
| Jul 2019 | $217.3M | $7K | $217.3M | 37 | 2 |
| May 2019 | $217.3M | $7K | $217.3M | 37 | 2 |
| Mar 2019 | $217.3M | $7K | $217.3M | 37 | 2 |
| Feb 2019 | $184M | $0 | $184M | 28 | 0 |
| Sep 2018 | $184M | $0 | $184M | 28 | 0 |
| Mar 2018 | $184M | $0 | $184M | 28 | 0 |
| Mar 2017 | $120.4M | $0 | $120.4M | 28 | 900 |
| Mar 2017 | $100.7M | $0 | $100.7M | 25 | 700 |
| Dec 2016 | $100.7M | $0 | $100.7M | 25 | 700 |
| Dec 2016 | $100.7M | $0 | $100.7M | 25 | 700 |
| Aug 2016 | $100.7M | $0 | $100.7M | 25 | 700 |
| Jun 2016 | $100.7M | $0 | $100.7M | 25 | 700 |
| Mar 2016 | $100.7M | $0 | $100.7M | 24 | 700 |
| Jun 2015 | $100M | $0 | $100M | 25 | 500 |
| Jun 2015 | $100M | $0 | $100M | 25 | 500 |
| Apr 2015 | $100M | $0 | $100M | 25 | 500 |
| Apr 2015 | $100M | $0 | $100M | 25 | 500 |
DateNov 2025
Total AUM$346.1M
Discretionary$346.1M
Non-Disc.$0
Employees50
Clients790
DateJul 2025
Total AUM$346.1M
Discretionary$346.1M
Non-Disc.$0
Employees50
Clients790
DateMay 2025
Total AUM$346.1M
Discretionary$346.1M
Non-Disc.$0
Employees50
Clients790
DateMar 2025
Total AUM$346.1M
Discretionary$346.1M
Non-Disc.$0
Employees50
Clients790
DateOct 2024
Total AUM$306.4M
Discretionary$306.4M
Non-Disc.$0
Employees56
Clients556
DateSep 2024
Total AUM$306.4M
Discretionary$306.4M
Non-Disc.$0
Employees56
Clients556
DateMar 2024
Total AUM$306.4M
Discretionary$306.4M
Non-Disc.$0
Employees56
Clients556
DateSep 2023
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees50
Clients585
DateMay 2023
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees50
Clients585
DateApr 2023
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees50
Clients585
DateApr 2023
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees50
Clients585
DateMar 2023
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees50
Clients585
DateDec 2022
Total AUM$294.3M
Discretionary$294.3M
Non-Disc.$0
Employees46
Clients618
DateNov 2022
Total AUM$294.3M
Discretionary$294.3M
Non-Disc.$0
Employees46
Clients618
DateNov 2022
Total AUM$294.3M
Discretionary$294.3M
Non-Disc.$0
Employees46
Clients618
DateApr 2022
Total AUM$294.3M
Discretionary$294.3M
Non-Disc.$0
Employees46
Clients618
DateApr 2022
Total AUM$294.3M
Discretionary$294.3M
Non-Disc.$0
Employees46
Clients618
DateApr 2022
Total AUM$294.3M
Discretionary$294.3M
Non-Disc.$0
Employees46
Clients618
DateMar 2022
Total AUM$294.3M
Discretionary$294.3M
Non-Disc.$0
Employees46
Clients618
DateOct 2021
Total AUM$151.2M
Discretionary$151.2M
Non-Disc.$0
Employees39
Clients0
DateAug 2021
Total AUM$151.2M
Discretionary$151.2M
Non-Disc.$0
Employees39
Clients0
DateJul 2021
Total AUM$151.2M
Discretionary$151.2M
Non-Disc.$0
Employees39
Clients0
DateJul 2021
Total AUM$151.2M
Discretionary$151.2M
Non-Disc.$0
Employees39
Clients0
DateJul 2021
Total AUM$151.2M
Discretionary$151.2M
Non-Disc.$0
Employees39
Clients0
DateMay 2021
Total AUM$151.2M
Discretionary$151.2M
Non-Disc.$0
Employees39
Clients0
DateMar 2021
Total AUM$151.2M
Discretionary$151.2M
Non-Disc.$0
Employees39
Clients0
DateNov 2020
Total AUM$326.8M
Discretionary$72.7M
Non-Disc.$254.1M
Employees40
Clients0
DateOct 2020
Total AUM$326.8M
Discretionary$72.7M
Non-Disc.$254.1M
Employees40
Clients0
DateJul 2020
Total AUM$326.8M
Discretionary$72.7M
Non-Disc.$254.1M
Employees40
Clients0
DateJun 2020
Total AUM$326.8M
Discretionary$72.7M
Non-Disc.$254.1M
Employees40
Clients0
DateMar 2020
Total AUM$326.8M
Discretionary$72.7M
Non-Disc.$254.1M
Employees40
Clients0
DateFeb 2020
Total AUM$217.3M
Discretionary$7K
Non-Disc.$217.3M
Employees37
Clients2
DateNov 2019
Total AUM$217.3M
Discretionary$7K
Non-Disc.$217.3M
Employees37
Clients2
DateJul 2019
Total AUM$217.3M
Discretionary$7K
Non-Disc.$217.3M
Employees37
Clients2
DateMay 2019
Total AUM$217.3M
Discretionary$7K
Non-Disc.$217.3M
Employees37
Clients2
DateMar 2019
Total AUM$217.3M
Discretionary$7K
Non-Disc.$217.3M
Employees37
Clients2
DateFeb 2019
Total AUM$184M
Discretionary$0
Non-Disc.$184M
Employees28
Clients0
DateSep 2018
Total AUM$184M
Discretionary$0
Non-Disc.$184M
Employees28
Clients0
DateMar 2018
Total AUM$184M
Discretionary$0
Non-Disc.$184M
Employees28
Clients0
DateMar 2017
Total AUM$120.4M
Discretionary$0
Non-Disc.$120.4M
Employees28
Clients900
DateMar 2017
Total AUM$100.7M
Discretionary$0
Non-Disc.$100.7M
Employees25
Clients700
DateDec 2016
Total AUM$100.7M
Discretionary$0
Non-Disc.$100.7M
Employees25
Clients700
DateDec 2016
Total AUM$100.7M
Discretionary$0
Non-Disc.$100.7M
Employees25
Clients700
DateAug 2016
Total AUM$100.7M
Discretionary$0
Non-Disc.$100.7M
Employees25
Clients700
DateJun 2016
Total AUM$100.7M
Discretionary$0
Non-Disc.$100.7M
Employees25
Clients700
DateMar 2016
Total AUM$100.7M
Discretionary$0
Non-Disc.$100.7M
Employees24
Clients700
DateJun 2015
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees25
Clients500
DateJun 2015
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees25
Clients500
DateApr 2015
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees25
Clients500
DateApr 2015
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees25
Clients500