Copper Financial
Copper Financial is an SEC-registered mass-market adviser in Lenexa, KS with $410.7M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Copper Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168203, SEC 801-89168, data through 2026-06-15.
- AUM (assets under management / regulatory AUM)
- $410.7M (2026-06-15)
- Firm type
- Mass-Market Adviser
- Location
- Lenexa, KS
- Employees
- 50
- Clients
- 4,165
- CRD
- 168203
- Ownership
- COMMUNITYAMERICA CUSO ONE LLC; GIBBS, MARK; GINTER, LISA ROSELLE; PATRICK, MICHAEL ALAN; KROPP, STEPHEN DALE
How much AUM does Copper Financial have?
Copper Financial reported $410.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-15).
Who owns Copper Financial?
Disclosed owners and executives of Copper Financial include COMMUNITYAMERICA CUSO ONE LLC, GIBBS, MARK, GINTER, LISA ROSELLE, PATRICK, MICHAEL ALAN, KROPP, STEPHEN DALE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.