COURIER CAPITAL, LLC
CRD #282485 SEC #801-107119 BUFFALO, NY 716-883-9595
SEC Registered
Total AUM
$3.1B
Discretionary
$2.7B
Employees
25
Clients
1
Accounts
3,600
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $3.1B | $2.7B | $431.3M | 25 | 0 |
| Sep 2025 | $3.1B | $2.7B | $431.3M | 25 | 0 |
| Mar 2025 | $3.1B | $2.7B | $431.3M | 25 | 0 |
| Apr 2024 | $2.9B | $2.5B | $400.8M | 23 | 0 |
| Mar 2024 | $2.9B | $2.5B | $400.8M | 23 | 0 |
| May 2023 | $1.9B | $1.6B | $263.8M | 23 | 0 |
| May 2023 | $1.9B | $1.6B | $263.8M | 15 | 0 |
| Mar 2023 | $1.9B | $1.6B | $263.8M | 15 | 0 |
| Mar 2022 | $2.2B | $1.9B | $301.4M | 14 | 0 |
| Mar 2021 | $2B | $1.7B | $351.9M | 17 | 0 |
| Jun 2020 | $1.9B | $1.5B | $375.1M | 18 | 0 |
| Jun 2020 | $1.9B | $1.5B | $375.1M | 18 | 0 |
| Mar 2020 | $1.9B | $1.5B | $375.1M | 18 | 0 |
| Mar 2020 | $1.9B | $1.5B | $375.1M | 18 | 0 |
| Mar 2019 | $1.6B | $1.3B | $300.2M | 18 | 0 |
| Jul 2018 | $1.7B | $1.3B | $348.3M | 18 | 0 |
| Mar 2018 | $1.7B | $1.3B | $348.3M | 18 | 0 |
| Sep 2017 | $1.3B | $1B | $305M | 18 | 700 |
| Sep 2017 | $1.3B | $1B | $305M | 18 | 700 |
| Mar 2017 | $1.3B | $1B | $305M | 13 | 700 |
| Apr 2016 | $1.2B | $970.6M | $216.1M | 12 | 800 |
| Mar 2016 | $1.2B | $970.6M | $216.1M | 12 | 800 |
| Mar 2016 | $1.2B | $970.6M | $216.1M | 12 | 800 |
| Feb 2016 | $1.2B | $970.6M | $216.1M | 12 | 800 |
| Jan 2016 | $0 | $0 | $0 | 12 | 0 |
| Dec 2015 | $0 | $0 | $0 | 12 | 0 |
DateSep 2025
Total AUM$3.1B
Discretionary$2.7B
Non-Disc.$431.3M
Employees25
Clients0
DateSep 2025
Total AUM$3.1B
Discretionary$2.7B
Non-Disc.$431.3M
Employees25
Clients0
DateMar 2025
Total AUM$3.1B
Discretionary$2.7B
Non-Disc.$431.3M
Employees25
Clients0
DateApr 2024
Total AUM$2.9B
Discretionary$2.5B
Non-Disc.$400.8M
Employees23
Clients0
DateMar 2024
Total AUM$2.9B
Discretionary$2.5B
Non-Disc.$400.8M
Employees23
Clients0
DateMay 2023
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$263.8M
Employees23
Clients0
DateMay 2023
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$263.8M
Employees15
Clients0
DateMar 2023
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$263.8M
Employees15
Clients0
DateMar 2022
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$301.4M
Employees14
Clients0
DateMar 2021
Total AUM$2B
Discretionary$1.7B
Non-Disc.$351.9M
Employees17
Clients0
DateJun 2020
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$375.1M
Employees18
Clients0
DateJun 2020
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$375.1M
Employees18
Clients0
DateMar 2020
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$375.1M
Employees18
Clients0
DateMar 2020
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$375.1M
Employees18
Clients0
DateMar 2019
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$300.2M
Employees18
Clients0
DateJul 2018
Total AUM$1.7B
Discretionary$1.3B
Non-Disc.$348.3M
Employees18
Clients0
DateMar 2018
Total AUM$1.7B
Discretionary$1.3B
Non-Disc.$348.3M
Employees18
Clients0
DateSep 2017
Total AUM$1.3B
Discretionary$1B
Non-Disc.$305M
Employees18
Clients700
DateSep 2017
Total AUM$1.3B
Discretionary$1B
Non-Disc.$305M
Employees18
Clients700
DateMar 2017
Total AUM$1.3B
Discretionary$1B
Non-Disc.$305M
Employees13
Clients700
DateApr 2016
Total AUM$1.2B
Discretionary$970.6M
Non-Disc.$216.1M
Employees12
Clients800
DateMar 2016
Total AUM$1.2B
Discretionary$970.6M
Non-Disc.$216.1M
Employees12
Clients800
DateMar 2016
Total AUM$1.2B
Discretionary$970.6M
Non-Disc.$216.1M
Employees12
Clients800
DateFeb 2016
Total AUM$1.2B
Discretionary$970.6M
Non-Disc.$216.1M
Employees12
Clients800
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateDec 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0