|
⚲
|
| Courier Capital LLC
✚
|
|
|---|---|
| CRD # | 282485 |
| SEC # | 801-107119 |
| CIK # | 0001015247 |
| AUM | $3.6 B (2026-03-16) |
| Employees | 26 (46% Investors, 0% Brokers) |
| Phone | 716-883-9595 |
| Address | 1114 Delaware Avenue Buffalo, NY 14209-1604 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,738 | 0.6 |
| (b) Individuals (high net worth individuals) | 356 | 1.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 45 | 0.5 |
| (h) Charitable organizations | 35 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 38 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,857 | 3.6 |
| By Discretionary | ||
| Discretionary | 3,699 | 3.1 |
| Non-Discretionary | 158 | 0.5 |
| Total | 3,857 | 3.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.6 | |
| Total | 3,857 | 3.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001015247] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Frost Investment Services LLC
✚
|
TX | 3.7 |
|
Mozaic LLC
✚
|
CA | 3.6 |
|
Ulrich Consulting and Investment Group LLC
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|
NM | 3.6 |
|
SAX Wealth Advisors LLC
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|
NJ | 3.6 |
|
The Burney Company
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|
VA | 3.6 |
|
Steele Capital Management Inc
✚
|
IA | 3.5 |
|
Visionary Wealth Advisors LLC
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|
MO | 3.5 |
|
Bryn Mawr Trust Advisors LLC
✚
|
PA | 3.5 |
|
Equity Investment Corporation
✚
|
GA | 3.5 |
|
Valley Forge Investment Consultants Inc
✚
|
PA | 3.5 |