Copperlion Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,846,504
Total clients
34
6% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
34
Average account size
$113,132
About
CopperLion Investments provides discretionary and non-discretionary portfolio management and hourly financial planning to individuals, high-net-worth individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $3.85 million across about 34 client relationships and conducts a complimentary initial consultation before making specific recommendations.
The investment process centers on asset-allocation models tailored to each client’s objectives and constraints and draws on a mix of fundamental, technical, cyclical, macroeconomic, and charting analyses. When suitable for a client, strategies may include options, margin, short sales, derivatives and, on rare occasions, advice regarding private placements, with the firm offering both discretionary and non-discretionary engagements.
Noteworthy distinctions include that the firm’s principal is employed full time by a public pension system and allocates roughly 80% of his time to that role, a factor the brochure discloses as potentially limiting availability. The firm recommends a specific custodian (TradePMR) and uses the custodian’s research tools, provides a basic financial plan at no cost to portfolio-management clients, and does not impose a minimum account size.
Client services
Expertise
Occupation focus
Fee options
$0 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.25% $2,000,000 - $5,000,000: 1.00%
$150 per hour for financial planning services
Main office location
Copperlion Investments
St. George UT, United States
Number of offices
1
Most active in
Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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