Copper Financial
Lenexa, KS·SEC-registered · CRD #168203
Copper Financial is an SEC-registered investment advisory firm in Lenexa, KS managing $411M across 5.0k client accounts, with 44 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$411M
Client accounts
5.0k
Advisory staff
44
Fee model
Fee-based
How Copper Financial is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Copper Financial
How much does Copper Financial manage?
Per its most recent SEC Form ADV filing (06/15/2026), Copper Financial reports $411M in regulatory assets under management across roughly 5.0k client accounts.
How does Copper Financial charge?
Copper Financial is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Copper Financial a fiduciary?
Yes. Copper Financial is registered with the U.S. Securities and Exchange Commission (CRD #168203), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Copper Financial taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Copper Financial and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Lenexa, KS
Profile compiled from Copper Financial's public SEC Form ADV filing (CRD #168203, filed 06/15/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Copper Financial. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Copper Financial? Claim this profile.