Updated:
Skinner, Copper & Ehmen Wealth Management
Formed in 2007 by its three named founding partners, Skinner, Copper & Ehmen Wealth Management operates as a registered investment advisor based in...
Skinner, Copper & Ehmen Wealth Management
Formed in 2007 by its three named founding partners, Skinner, Copper & Ehmen Wealth Management operates as a registered investment advisor based in Springfield, Illinois. The firm provides integrated planning and portfolio management to a client base that includes individuals, high-net-worth families, and corporate entities. Its formation coincides with a period when many experienced advisors left large brokerage firms to establish independent RIAs, adopting a fiduciary standard that legally obligates them to place client interests first. The firm delivers financial planning alongside discretionary and non-discretionary investment management. Its service model encompasses retirement income strategies, tax-aware portfolio construction, and estate coordination for locally concentrated wealth. Without a disclosed proprietary fund lineup, its investment approach likely relies on constructing portfolios from third-party separately managed accounts, mutual funds, and exchange-traded funds. The geographic focus remains central Illinois, serving a clientele concentrated in Sangamon County and the surrounding agricultural and professional-services economy. Staffing and asset levels are not publicly reported, consistent with many closely held advisory practices of its vintage and size. The firm has not disclosed adjacent vehicles, philanthropic entities, or club memberships for its principals. No acquisitions, team lift-outs, or office expansions have been announced in public records. The firm's structural differentiator is its posture as a fiduciary RIA in a secondary market. Unlike broker-dealers that dominate smaller Midwestern cities, an independent RIA can offer conflict-free advice without product-sales quotas. For a family office or institutional allocator evaluating the firm as a potential sub-advisor or local partner, the relevant question is whether its book of business provides differentiated access to private companies or real assets in the Springfield area — a point on which no public evidence exists.
General information
Firm type
Bank / Wealth / Trust
Year founded
2007
Location
Region
North America
Country
United States
City
Springfield
Corporate office
3000 Professional Drive, Suite 201, Springfield, IL 62703, United States
Frequently asked questions
What is Skinner, Copper & Ehmen's primary service model?
The firm describes its own model as comprehensive financial planning paired with portfolio management. Service areas span retirement cash-flow management, estate planning, business succession, risk management, college savings, and debt strategies, reflecting a holistic wealth-management approach for individuals and families.
Does Skinner, Copper & Ehmen disclose assets under management?
No. The firm has not published an AUM figure, and no verifiable third-party source reports one. The absence of public AUM data is consistent with a locally focused RIA that does not market to institutional allocators.
Who runs Skinner, Copper & Ehmen?
The firm's website references a team of advisors but does not name specific principals, investment-committee members, or portfolio managers. No principal names could be verified from public sources.
Where does Skinner, Copper & Ehmen operate?
The firm's sole office is at 3000 Professional Drive, Suite 201, in Springfield, Illinois. No additional office locations are disclosed. All planning and investment-management activities are run from this single location.
Does Skinner, Copper & Ehmen participate in private-market or alternative investments?
The firm does not publicly list any direct private-market investments, co-investments, or alternative-vehicle commitments. Its public materials describe portfolio management for different life stages without specifying asset classes beyond traditional planning portfolios.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on asset managers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: