Copper Harbor Investment Advisors, LLC

Overview

Copper Harbor Investment Advisors, LLC is an SEC registered investment adviser based in Appleton, WI, registered since 2015. It reports $805M in assets under management across 250 accounts, with 6 employees. It has 6 investment adviser representatives.

Reported AUM

$805M

Discretionary

100%

Accounts

250

Average account

$3.2M

Employees

6

Advisory reps

6

Registered since

2015

Jurisdictions

4

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 3 of 5

• Steven Nicholas Hooyman President, Member CRD 2143662
• Jesse Lincoln Nelson Partner, Member, Chief Compliance Officer CRD 5134055
• Miranda Rae Hoffman Partner, Member CRD 7113693

2 more executive officers, with direct contact details

Advisory reps 3 of 6

• Ramon Garrido Mateos Investment Adviser Rep CRD 6874145
• Miranda Rae Hoffman Investment Adviser Rep CRD 7113693
• Steven Nicholas Hooyman Investment Adviser Rep CRD 2143662

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

250 N Metro Dr # A
Appleton, WI 54913

County

Outagamie

Metro area

Appleton, WI

Region

Midwest

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: copperharbor.us

Every state, with registration dates

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