# Copper Harbor Investment Advisors

Copper Harbor Investment Advisors is a Bank / Wealth / Trust based in Appleton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Appleton, United States
- **Region:** North America
- **Address:** Appleton, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** copperharbor.us
- **LinkedIn:** https://linkedin.com/company/copper-harbor-investment-advisors-llc

## Regulatory record

- **CRD number:** 169978
- **SEC file number:** 801-81035
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169978

## About

Copper Harbor Investment Advisors was established in 2014. It functions as a US-registered investment adviser serving high-net-worth individuals, pension plans, and business entities. The firm supplies investment advisory, financial planning, and consulting services. No asset-class allocations, named co-investors, or geographic deployment details beyond its North American headquarters appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months have been identified in public sources. The firm operates as a conventional registered investment adviser without documented family-office governance, succession structures, or proprietary sourcing clubs.

## Questions

### Who runs investment decisions at Copper Harbor Investment Advisors?

No named principals or CIO appear in public records.

### Does Copper Harbor Investment Advisors participate in fund commitments or only direct deals?

Available sources provide no information on fund commitments or direct deal activity.

### What investment stages does Copper Harbor Investment Advisors typically target?

No stage preferences or strategy details have been disclosed.

## Related profiles

- [Copper Financial](https://altss.com/profile/copper-financial)
- [Copper Street Capital](https://altss.com/profile/copper-street-capital-llp)

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Last updated: 2026-06-03T20:00:00.000Z

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