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SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

CRD 159255File 801-73087
APPROVED
Retail clients
Custody
Filing as of Jan 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$705.7M
Above cohort median (national)
Discretionary AUM
$88.6M
Non-discretionary $617.1M
Clients
571
2,063 accounts
Employees
10
Above cohort median in IL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Feb 15, 2012
Principal office
3000 PROFESSIONAL DR., STE 201, SPRINGFIELD, IL, 62703
Phone
217-753-4020

Assets & accounts

ADV Item 5F
Total regulatory AUM
$705.7M
Discretionary AUM
$88.6M
Non-discretionary AUM
$617.1M
Discretionary accounts
239
Non-discretionary accounts
1,824
Total accounts
2,063
AUM per client
$1.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizations9$23.2M
High net worth individuals155$438.9M
Pension and profit sharing plans13$56.0M
Individuals (other than high net worth individuals)394$187.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.