# Copperwood Financial

Copperwood Financial is a RIA based in Burr Ridge, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Burr Ridge, United States
- **Region:** North America
- **Address:** Saginaw, MI, United States
- **Assets under management:** Undisclosed
- **Website:** https://copperwoodfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/lgatz

## Regulatory record

- **CRD number:** 310859
- **SEC file number:** 801-134875
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310859

## About

COPPERWOOD FINANCIAL is an SEC-registered investment adviser in BURR RIDGE, IL, registered since 2025. The firm manages $120 million in assets, $119 million on a discretionary basis. It has 3 employees and 3 investment advisers.

## Sectors

- Real Estate
- Consumer Goods
- Financial Services

## People

- William F. Young — Chairman

## Questions

### Who controls investment decisions at Copperwood Financial?

Final investment authority rests with Chairman William F. Young, a scion of the Young & Rubicam founding family. He is supported by a compact internal team that evaluates deals across real estate, private equity, and public markets. The office does not employ a large investment committee and retains discretion to move quickly on direct opportunities.

### Where does the underlying family wealth come from?

The wealth traces back to the advertising agency Young & Rubicam, co-founded by James Webb Young. The firm became a global agency powerhouse, and its eventual sale created significant liquidity. William F. Young, James Webb Young's grandson, structured Copperwood Financial and the parent holding entity Morley Investments to steward those proceeds.

### What is Copperwood Financial's geographic investment focus?

The office concentrates its direct-investment activity primarily in the Great Lakes region and broader Midwest, reflecting its Saginaw roots and William F. Young's preference for tangible assets within a manageable radius. Public-equity and fund commitments are global in nature but managed through external mandates.

## Related profiles

- [Copper Sky Capital](https://altss.com/profile/copper-sky-capital-llc)
- [COQUINA PRIVATE WEALTH ADVISORS](https://altss.com/profile/coquina-private-wealth-advisors)

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Last updated: 2026-07-06T01:24:14.597Z

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