COPPER HARBOR INVESTMENT ADVISORS, LLC
CRD #169978 SEC #801-81035 APPLETON, WI (920)441-0267
SEC Registered
Total AUM
$665M
Discretionary
$665M
Employees
6
Clients
25
Accounts
228
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $665M | $665M | $0 | 6 | 0 |
| Dec 2024 | $575M | $574M | $1M | 6 | 0 |
| Oct 2024 | $575M | $574M | $1M | 6 | 0 |
| Mar 2024 | $575M | $574M | $1M | 5 | 0 |
| Mar 2024 | $575M | $574M | $1M | 5 | 0 |
| Oct 2023 | $504M | $485M | $19M | 5 | 0 |
| Jan 2023 | $465M | $384M | $81M | 4 | 0 |
| Mar 2022 | $488.6M | $480.1M | $8.5M | 4 | 0 |
| Feb 2021 | $442.9M | $442.8M | $33K | 4 | 0 |
| Feb 2021 | $434.7M | $434.6M | $33K | 4 | 0 |
| Jan 2021 | $434.7M | $434.6M | $33K | 4 | 0 |
| Jun 2020 | $360M | $360M | $45K | 4 | 161 |
| Jan 2020 | $360M | $360M | $45K | 4 | 161 |
| Jul 2019 | $311M | $311M | $25K | 4 | 152 |
| Jan 2019 | $270M | $270M | $25K | 4 | 135 |
| Jan 2018 | $291.8M | $291.8M | $25K | 2 | 118 |
| Jan 2017 | $201M | $201M | $25K | 2 | 26 |
| Aug 2016 | $160M | $160M | $25K | 2 | 26 |
| May 2016 | $130M | $130M | $0 | 2 | 26 |
| Feb 2016 | $125M | $125M | $0 | 1 | 26 |
| Feb 2015 | $106M | $106M | $0 | 1 | 11 |
| Feb 2015 | $106M | $106M | $0 | 1 | 11 |
DateJan 2025
Total AUM$665M
Discretionary$665M
Non-Disc.$0
Employees6
Clients0
DateDec 2024
Total AUM$575M
Discretionary$574M
Non-Disc.$1M
Employees6
Clients0
DateOct 2024
Total AUM$575M
Discretionary$574M
Non-Disc.$1M
Employees6
Clients0
DateMar 2024
Total AUM$575M
Discretionary$574M
Non-Disc.$1M
Employees5
Clients0
DateMar 2024
Total AUM$575M
Discretionary$574M
Non-Disc.$1M
Employees5
Clients0
DateOct 2023
Total AUM$504M
Discretionary$485M
Non-Disc.$19M
Employees5
Clients0
DateJan 2023
Total AUM$465M
Discretionary$384M
Non-Disc.$81M
Employees4
Clients0
DateMar 2022
Total AUM$488.6M
Discretionary$480.1M
Non-Disc.$8.5M
Employees4
Clients0
DateFeb 2021
Total AUM$442.9M
Discretionary$442.8M
Non-Disc.$33K
Employees4
Clients0
DateFeb 2021
Total AUM$434.7M
Discretionary$434.6M
Non-Disc.$33K
Employees4
Clients0
DateJan 2021
Total AUM$434.7M
Discretionary$434.6M
Non-Disc.$33K
Employees4
Clients0
DateJun 2020
Total AUM$360M
Discretionary$360M
Non-Disc.$45K
Employees4
Clients161
DateJan 2020
Total AUM$360M
Discretionary$360M
Non-Disc.$45K
Employees4
Clients161
DateJul 2019
Total AUM$311M
Discretionary$311M
Non-Disc.$25K
Employees4
Clients152
DateJan 2019
Total AUM$270M
Discretionary$270M
Non-Disc.$25K
Employees4
Clients135
DateJan 2018
Total AUM$291.8M
Discretionary$291.8M
Non-Disc.$25K
Employees2
Clients118
DateJan 2017
Total AUM$201M
Discretionary$201M
Non-Disc.$25K
Employees2
Clients26
DateAug 2016
Total AUM$160M
Discretionary$160M
Non-Disc.$25K
Employees2
Clients26
DateMay 2016
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees2
Clients26
DateFeb 2016
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees1
Clients26
DateFeb 2015
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees1
Clients11
DateFeb 2015
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees1
Clients11