COPPER FINANCIAL NETWORK, LLC
DBA: COPPER FINANCIAL
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $410.7M |
| Discretionary | $410.7M100% of AUM |
| Client Accounts | 4,987 |
| Avg Account Size | $82K |
| Employees | 50 |
| Peak AUM | $410.7MMar 2026 |
| AUM CAGR | +13.5% /yrover 11 yrs · 52 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $411M | +18.7% | +13.8% | +21.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $410.7M |
| Discretionary | $410.7M |
| Employees | 50 |
| Client Accounts | 4987 |
| Client Range | 0 |
Contact & Location
Address
9777 RIDGE DRIVE, SUITE 360
LENEXA KS 66219
Phone
913-905-3600
Filing History
52 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$411M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Broker-DealerBanking Institution
Related Entities (Item 7)
Pension Consultant