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| Happy Holidays!! thanks for using AUM13F!! |
| Courier Capital LLC
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| CRD # | 282485 |
| SEC # | 801-107119 |
| CIK # | 0001015247 |
| AUM | $3.1 B (2025-03-27) |
| Employees | 25 (44% Investors, 0% Brokers) |
| Phone | 716-883-9595 |
| Address | 1114 Delaware Avenue Buffalo, NY 14209-1604 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001015247 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 55.2 | ||
| Microsoft Corp | 40.5 | ||
| J P Morgan Chase & Co | 24.1 | ||
| Alphabet Inc | 16.2 | ||
| Oracle Corp | 14.6 | ||
| VISA Inc | 14.1 | ||
| Amazon Com Inc | 12.1 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,735 | 0.5 |
| (b) Individuals (high net worth individuals) | 360 | 1.5 |
| (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 | 56 | 0.6 |
| (h) Charitable organizations | 31 | 0.4 |
| (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 | 36 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,600 | 3.1 |
| By Discretionary | ||
| Discretionary | 3,490 | 2.7 |
| Non-Discretionary | 110 | 0.4 |
| Total | 3,600 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.1 | |
| Total | 3,600 | 3.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001015247] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Burney Company
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|
VA | 3.1 |
|
Evensky & Katz LLC
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|
FL | 3.1 |
|
Valor Advisors LLC
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|
FL | 3.1 |
|
LaSalle Investment Management Securities LLC
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|
MD | 3.1 |
|
Moors & Cabot Inc
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|
MA | 3.1 |
|
PFG Advisors LLC
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AZ | 3.1 |
|
North Star Asset Management Inc
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|
WI | 3.1 |
|
Advus Financial Partners LLC
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|
FL | 3.1 |
|
Equity Investment Corporation
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|
GA | 3.1 |
|
Wealthcare Capital Management LLC
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|
VA | 3.0 |