Copper Harbor Investment Advisors, LLC

CRD 169978 · Appleton, WI · $805.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 169978
SEC number: 801-81035
Firm type: RIA
Assets under management: $805.0M as of Mar 11, 2026
Website: www.copperharbor.us ↗
Phone: (920)441-0300
Address: 250 North Metro Drive, Appleton, WI, 54913

Advisors at this firm

6 in our index · page 1 of 1

Ramon Garrido MateosCRD 6874145 · Appleton, WI

IA Registered
Steven Nicholas HooymanCRD 2143662 · Appleton, WI

IA Registered
Miranda Rae HoffmanCRD 7113693 · Appleton, WI

IA Registered
Robert Joseph MooreCRD 6444899 · Appleton, WI

IA Registered
Jesse Lincoln NelsonCRD 5134055 · Appleton, WI

IA Registered
Amy Johanna SitterCRD 2233146 · Appleton, WI

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 169978 ↗ FINRA BrokerCheck record for firm CRD 169978 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.