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
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Springfield
Corporate office
Springfield, IL, United States
Frequently asked questions
Is Skinner, Copper & Ehmen Wealth Management a single-family office or a multi-client RIA?
It is a multi-client registered investment advisor, not a single-family office. The firm serves individuals, high-net-worth families, and corporate entities from its base in Springfield, Illinois. The partnership structure is suggested by the three named principals in the firm's title, though no individual biographies or ownership breakdowns are publicly available.
What investment products or strategies does the firm offer?
The firm provides financial planning, investment management, and wealth management services. No proprietary funds, direct-deal programs, or alternative-investment platforms are publicly disclosed. Its investment management likely emphasizes third-party mutual funds, ETFs, and separately managed accounts, consistent with an independent RIA of its scale in a Midwestern market.
Does the firm disclose assets under management?
No. Skinner, Copper & Ehmen Wealth Management does not publicly disclose its regulatory assets under management. The firm files Form ADV with the SEC as an RIA, but it has not published a summary ADV Part 2A brochure or made discretionary AUM figures available on its website or through industry databases that would permit a sourced number.
Who are the named principals behind the firm?
The firm's name — Skinner, Copper & Ehmen — signals three founding partners, though their full names, professional backgrounds, and current roles are not detailed in readily available public records or on the firm's website. No regulatory disclosures identifying control persons by name have been retrieved for this profile.
What is the firm's geographic and client concentration?
The firm is headquartered in Springfield, Illinois, and its client base is concentrated in central Illinois. Springfield's economy is anchored by state government, healthcare, and agriculture-adjacent services. The firm's likely clientele includes local business owners, professionals, and families with wealth generated from these sectors.
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 family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: