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COPPER FINANCIAL
Legal name: COPPER FINANCIAL NETWORK, LLC
CRD 168203File 801-89168
APPROVED
Retail clients
Filing as of Aug 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$410.7M
Below cohort median (national)
Discretionary AUM
$410.7M
Clients
4,165
4,987 accounts
Employees
50
Below cohort median in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 30, 2015
- Principal office
- 9777 RIDGE DRIVE, SUITE 360, LENEXA, KS, 66219
- Phone
- 913-905-3600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $410.7M
- Discretionary AUM
- $410.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4,987
- Non-discretionary accounts
- 0
- Total accounts
- 4,987
- AUM per client
- $99K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 30 | $44.7M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 4,135 | $366.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.