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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 30, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOOYMAN, STEVEN, NICHOLAS | I | PRESIDENT, CCO | E | Control |
| HOOYMAN, STEVEN, NICHOLAS | I | PRESIDENT, MEMBER, CCO | E | Control |
| HOOYMAN, STEVEN, NICHOLAS | I | PRESIDENT, MEMBER, CCO | E | Control |
| HOOYMAN, STEVEN, NICHOLAS | I | PRESIDENT, MEMBER, CCO | E | Control |
| HOOYMAN, STEVEN, NICHOLAS | I | PRESIDENT, MEMBER, CCO | E | Control |
| HOOYMAN, STEVEN, NICHOLAS | I | PRESIDENT, MEMBER, CCO | E | Control |
| HOOYMAN, STEVEN, NICHOLAS | I | PRESIDENT, MEMBER, CCO | E | Control |
| HOOYMAN, STEVEN, NICHOLAS | I | PRESIDENT, MEMBER, CCO | E | Control |
| HOOYMAN, STEVEN, NICHOLAS | I | PRESIDENT, MEMBER, CCO | D | Control |
| HOOYMAN, STEVEN, NICHOLAS | I | PRESIDENT, MEMBER, CCO | D | Control |
| HOOYMAN, STEVEN, NICHOLAS | I | PRESIDENT, MEMBER, CCO | D | Control |
| HOOYMAN, STEVEN, NICHOLAS | I | PRESIDENT, MEMBER, CCO | D | Control |
| HOOYMAN, STEVEN, NICHOLAS | I | PRESIDENT, MEMBER, CCO | D | Control |
| HOOYMAN, STEVEN, NICHOLAS | I | PRESIDENT, MEMBER, CCO | D | Control |
| HOOYMAN, STEVEN, NICHOLAS | I | PRESIDENT, MEMBER, CCO | D | Control |
| HOOYMAN, STEVEN, NICHOLAS | I | PRESIDENT, MEMBER, CCO | D | Control |
| HOOYMAN, STEVEN, NICHOLAS | I | PRESIDENT, MEMBER, CCO | D | Control |
| HOOYMAN, STEVEN, NICHOLAS | I | PRESIDENT, MEMBER, CCO | C | Control |
| HOOYMAN, STEVEN, NICHOLAS | I | PRESIDENT, MEMBER, CCO | C | Control |
| HOOYMAN, STEVEN, NICHOLAS | I | PRESIDENT, MEMBER, CCO | C | Control |
| HOOYMAN, STEVEN, NICHOLAS | I | PRESIDENT, MEMBER, CCO | C | Control |
| HOOYMAN, STEVEN, NICHOLAS | I | PRESIDENT, MEMBER, CCO | C | Control |
| HOOYMAN, STEVEN, NICHOLAS | I | PRESIDENT, MEMBER, CCO | C | Control |
| Garrido Mateos, Ramon | I | PARTNER, MEMBER | B | |
| Garrido Mateos, Ramon | I | PARTNER, MEMBER | B | |
| Garrido Mateos, Ramon | I | PARTNER, MEMBER | B | |
| Garrido Mateos, Ramon | I | PARTNER, MEMBER | B | |
| Garrido Mateos, Ramon | I | PARTNER, MEMBER | B | |
| Garrido Mateos, Ramon | I | PARTNER, MEMBER | B | |
| Garrido Mateos, Ramon | I | PARTNER, MEMBER | B | |
| Garrido Mateos, Ramon | I | PARTNER, MEMBER | B | |
| Garrido Mateos, Ramon | I | PARTNER, MEMBER | B | |
| Garrido Mateos, Ramon | I | PARTNER, MEMBER | B | |
| MOORE, ROBERT, JOSEPH | I | PARTNER, MEMBER | B | Control |
| MOORE, ROBERT, JOSEPH | I | PARTNER, MEMBER | B | Control |
| MOORE, ROBERT, JOSEPH | I | PARTNER, MEMBER | B | Control |
| MOORE, ROBERT, JOSEPH | I | PARTNER, MEMBER | B | Control |
| MOORE, ROBERT, JOSEPH | I | PARTNER, MEMBER | B | Control |
| MOORE, ROBERT, JOSEPH | I | PARTNER, MEMBER | B | Control |
| Nelson, Jesse, Lincoln | I | PARTNER, MEMBER | B | |
| Nelson, Jesse, Lincoln | I | PARTNER, MEMBER | B | |
| Nelson, Jesse, Lincoln | I | PARTNER, MEMBER | B | |
| Nelson, Jesse, Lincoln | I | PARTNER, MEMBER | B | |
| Nelson, Jesse, Lincoln | I | PARTNER, MEMBER | B | |
| Nelson, Jesse, Lincoln | I | PARTNER, MEMBER | B | |
| Nelson, Jesse, Lincoln | I | PARTNER, MEMBER | B | |
| Nelson, Jesse, Lincoln | I | PARTNER, MEMBER | B | |
| Nelson, Jesse, Lincoln | I | PARTNER, MEMBER | B | |
| Nelson, Jesse, Lincoln | I | PARTNER, MEMBER | B | |
| Nelson, Jesse, Lincoln | I | PARTNER, MEMBER | B | |
| Nelson, Jesse, Lincoln | I | PARTNER, MEMBER | B | |
| Nelson, Jesse, Lincoln | I | PARTNER, MEMBER | B | |
| Nelson, Jesse, Lincoln | I | PARTNER, MEMBER | B | |
| Nelson, Jesse, Lincoln | I | PARTNER, MEMBER | B | |
| SITTER, AMY, JOHANNA | I | PARTNER, MEMBER | B | Control |
| SITTER, AMY, JOHANNA | I | PARTNER, MEMBER | B | Control |
| SITTER, AMY, JOHANNA | I | PARTNER, MEMBER | B | Control |
| SITTER, AMY, JOHANNA | I | PARTNER, MEMBER | B | Control |
| SITTER, AMY, JOHANNA | I | PARTNER, MEMBER | B | Control |
| SITTER, AMY, JOHANNA | I | PARTNER, MEMBER | B | |
| SITTER, AMY, JOHANNA | I | PARTNER, MEMBER | B | |
| SITTER, AMY, JOHANNA | I | PARTNER, MEMBER | B | |
| SITTER, AMY, JOHANNA | I | PARTNER, MEMBER | B | |
| SITTER, AMY, JOHANNA | I | PARTNER, MEMBER | B | |
| SITTER, AMY, JOHANNA | I | PARTNER, MEMBER | B | |
| SITTER, AMY, JOHANNA | I | PARTNER, MEMBER | B | |
| SITTER, AMY, JOHANNA | I | PARTNER, MEMBER | B | |
| SITTER, AMY, JOHANNA | I | PARTNER, MEMBER | B | |
| SITTER, AMY, JOHANNA | I | PARTNER, MEMBER | B | |
| SITTER, AMY, JOHANNA | I | PARTNER, MEMBER | B | |
| SITTER, AMY, JOHANNA | I | PARTNER, MEMBER | B | |
| SITTER, AMY, JOHANNA | I | PARTNER, MEMBER | B | |
| SITTER, AMY, JOHANNA | I | PARTNER, MEMBER | B | |
| SITTER, AMY, JOHANNA | I | PARTNER, MEMBER | B | |
| Garrido Mateos, Ramon | I | PARTNER, MEMBER | A | |
| Garrido Mateos, Ramon | I | PARTNER, MEMBER | A | |
| Garrido Mateos, Ramon | I | PARTNER, MEMBER | A | |
| Garrido Mateos, Ramon | I | PARTNER, MEMBER | A | |
| Garrido Mateos, Ramon | I | PARTNER, MEMBER | A |
Registrations
Federal
IA
Jan 30, 2025 REGISTERED
Notice Filings (6)
CA CO IL NY OR WI
Address
250 NORTH METRO DRIVESUITE A
APPLETON, WI 54913
United States
Phone: (920)441-0267