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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 12, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BIRMINGHAM, MARTIN, K | I | CHAIRMAN/PRESIDENT | NA | Control |
| BIRMINGHAM, MARTIN, K | I | CHAIRMAN/PRESIDENT | NA | Control |
| BIRMINGHAM, MARTIN, K | I | CHAIRMAN/PRESIDENT | NA | Control |
| BIRMINGHAM, MARTIN, K | I | CHAIRMAN/PRESIDENT | NA | Control |
| BIRMINGHAM, MARTIN, K | I | CHAIRMAN/PRESIDENT | NA | Control |
| BIRMINGHAM, MARTIN, K | I | CHAIRMAN/PRESIDENT | NA | Control |
| BIRMINGHAM, MARTIN, K | I | CHAIRMAN/PRESIDENT | NA | Control |
| BIRMINGHAM, MARTIN, K | I | CHAIRMAN/PRESIDENT | NA | Control |
| BIRMINGHAM, MARTIN, K | I | CHAIRMAN/CEO | NA | Control |
| BIRMINGHAM, MARTIN, K | I | CHAIRMAN/CEO | NA | Control |
| BIRMINGHAM, MARTIN, K | I | CHAIRMAN/CEO | NA | Control |
| BIRMINGHAM, MARTIN, K | I | CHAIRMAN/CEO | NA | Control |
| BIRMINGHAM, MARTIN, K | I | CHAIRMAN/CEO | NA | Control |
| DUMBLETON, SONIA, MARIE | I | SECRETARY | NA | Control |
| DUMBLETON, SONIA, MARIE | I | SECRETARY | NA | Control |
| DUMBLETON, SONIA, MARIE | I | SECRETARY | NA | Control |
| DUMBLETON, SONIA, MARIE | I | SECRETARY | NA | Control |
| DUMBLETON, SONIA, MARIE | I | SECRETARY | NA | Control |
| DUMBLETON, SONIA, MARIE | I | SECRETARY | NA | Control |
| DUMBLETON, SONIA, MARIE | I | SECRETARY | NA | Control |
| DUMBLETON, SONIA, MARIE | I | SECRETARY | NA | Control |
| DUMBLETON, SONIA, MARIE | I | SECRETARY | NA | Control |
| DUMBLETON, SONIA, MARIE | I | SECRETARY | NA | Control |
| DUMBLETON, SONIA, MARIE | I | SECRETARY | NA | Control |
| DUMBLETON, SONIA, MARIE | I | SECRETARY | NA | Control |
| DUMBLETON, SONIA, MARIE | I | SECRETARY | NA | Control |
| HANLON, THOMAS, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| HANLON, THOMAS, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| HANLON, THOMAS, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| HANLON, THOMAS, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| HANLON, THOMAS, JAMES | I | CHIEF OPERATING OFFICER | NA | Control |
| HANLON, THOMAS, JAMES | I | PRESIDENT | NA | Control |
| HANLON, THOMAS, JAMES | I | PRESIDENT | NA | Control |
| HANLON, THOMAS, JAMES | I | PRESIDENT | NA | Control |
| HANLON, THOMAS, JAMES | I | PRESIDENT | NA | Control |
| HANLON, THOMAS, JAMES | I | PRESIDENT | NA | Control |
| HANLON, THOMAS, JAMES | I | PRESIDENT | NA | Control |
| HANLON, THOMAS, JAMES | I | PRESIDENT | NA | Control |
| HANLON, THOMAS, JAMES | I | PRESIDENT | NA | Control |
| HANLON, THOMAS, JAMES | I | PRESIDENT | NA | Control |
| HANLON, THOMAS, JAMES | I | PRESIDENT | NA | Control |
| HANLON, THOMAS, JAMES | I | EXECUTIVE VICE PRESIDENT, WEALTH MANAGEMENT | NA | Control |
| HANLON, THOMAS, JAMES | I | EXECUTIVE VICE PRESIDENT, WEALTH MANAGEMENT | NA | Control |
| HANLON, THOMAS, JAMES | I | EXECUTIVE VICE PRESIDENT, WEALTH MANAGEMENT | NA | Control |
| IGLEWSKI, JAMES, EDWARD | I | PRESIDENT | NA | Control |
| IGLEWSKI, JAMES, EDWARD | I | PRESIDENT | NA | Control |
| IGLEWSKI, JAMES, EDWARD | I | PRESIDENT | NA | Control |
| IGLEWSKI, JAMES, EDWARD | I | PRESIDENT | NA | Control |
| IGLEWSKI, JAMES, EDWARD | I | PRESIDENT | NA | Control |
| IGLEWSKI, JAMES, EDWARD | I | PRESIDENT | NA | Control |
| KAZ, BRUCE, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KAZ, BRUCE, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KAZ, BRUCE, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KAZ, BRUCE, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KAZ, BRUCE, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KAZ, BRUCE, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KAZ, BRUCE, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KAZ, BRUCE, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KAZ, BRUCE, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KAZ, BRUCE, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KAZ, BRUCE, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KAZ, BRUCE, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KAZ, BRUCE, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KLOTZBACH, KEVIN, BRUCE | I | TREASURER | NA | Control |
| KLOTZBACH, KEVIN, BRUCE | I | TREASURER | NA | Control |
| KLOTZBACH, KEVIN, BRUCE | I | TREASURER | NA | Control |
| KLOTZBACH, KEVIN, BRUCE | I | TREASURER | NA | Control |
| KLOTZBACH, KEVIN, BRUCE | I | TREASURER | NA | Control |
| KLOTZBACH, KEVIN, BRUCE | I | TREASURER | NA | Control |
| KLOTZBACH, KEVIN, BRUCE | I | TREASURER | NA | Control |
| KLOTZBACH, KEVIN, BRUCE | I | TREASURER | NA | Control |
| KLOTZBACH, KEVIN, BRUCE | I | TREASURER | NA | Control |
| KLOTZBACH, KEVIN, BRUCE | I | TREASURER | NA | Control |
| KLOTZBACH, KEVIN, BRUCE | I | TREASURER | NA | Control |
| KLOTZBACH, KEVIN, BRUCE | I | TREASURER | NA | Control |
| KLOTZBACH, KEVIN, BRUCE | I | TREASURER | NA | Control |
| Kreienberg, William, L | I | PRESIDENT | NA | Control |
| Kreienberg, William, L | I | PRESIDENT | NA | Control |
| MOHN, KAREN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOHN, KAREN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOHN, KAREN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOHN, KAREN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOHN, KAREN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOHN, KAREN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOHN, KAREN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOHN, KAREN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOHN, KAREN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOHN, KAREN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOHN, KAREN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOHN, KAREN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MOHN, KAREN, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Stronz, Jason, Michael | I | SENIOR MANAGING DIRECTOR | NA | Control |
| Stronz, Jason, Michael | I | SENIOR MANAGING DIRECTOR | NA | Control |
| Stronz, Jason, Michael | I | SENIOR MANAGING DIRECTOR | NA | Control |
| Stronz, Jason, Michael | I | SENIOR MANAGING DIRECTOR | NA | Control |
| Stronz, Jason, Michael | I | SENIOR MANAGING DIRECTOR | NA | Control |
| Stronz, Jason, Michael | I | SENIOR MANAGING DIRECTOR | NA | Control |
| WESTERVELT, REBECCA, LEVENGOOD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WESTERVELT, REBECCA, LEVENGOOD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WESTERVELT, REBECCA, LEVENGOOD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WISINSKI, HEATHER, LYNN | I | SENIOR DIRECTOR OF OPERATIONS | NA | Control |
| WISINSKI, HEATHER, LYNN | I | SENIOR DIRECTOR OF OPERATIONS | NA | Control |
| WISINSKI, HEATHER, LYNN | I | SENIOR DIRECTOR OF OPERATIONS | NA | Control |
| WISINSKI, HEATHER, LYNN | I | SENIOR DIRECTOR OF OPERATIONS | NA | Control |
| WISINSKI, HEATHER, LYNN | I | SENIOR DIRECTOR OF OPERATIONS | NA | Control |
| WISINSKI, HEATHER, LYNN | I | SENIOR DIRECTOR OF OPERATIONS | NA | Control |
| WISINSKI, HEATHER, LYNN | I | SENIOR DIRECTOR OF OPERATIONS | NA | Control |
| WISINSKI, HEATHER, LYNN | I | SENIOR DIRECTOR OF OPERATIONS | NA | Control |
| WISINSKI, HEATHER, LYNN | I | SENIOR DIRECTOR OF OPERATIONS | NA | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
| FINANCIAL INSTITUTIONS, INC. | DE | OWNER (100%) | E | Control |
Registrations
Federal
IA
Sep 12, 2025 REGISTERED
Notice Filings (19)
AZ CA CO CT FL GA IL LA MA MD NC NH NJ NY OH PA SC TN TX
Address
1114 DELAWARE AVENUEBUFFALO, NY 14209-1604
United States
Phone: 716-883-9595