C
Couleur Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,604,347
Clients
62
23% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
62
Very HighAverage account size
$283,941
About
Couleur Investments provides investment management and standalone financial planning and consulting to individuals, families, trusts, estates, foundations, charitable organizations and business entities. The firm delivers discretionary portfolio management alongside written financial plans or shorter consultations, and places client assets with Charles Schwab as custodian; it does not impose a firm-wide account minimum.
The adviser follows a top‑down investment process that emphasizes high‑quality growth and undervalued securities, using fundamental analysis supported by technical, cyclical and event‑driven analysis and a long‑term holding orientation. Couleur Investments exercises trading discretion for client accounts, reviews portfolios daily when markets are open, and explicitly considers clients’ personal and social values in security selection.
Notable features for a small registered adviser include multi‑state registration (California, Illinois, Iowa and Tennessee), the availability of standalone planning engagements billed hourly or as a flat fee, and an operational practice of authorizing direct fee debits from custodian accounts with client authorization. The brochure discloses no disciplinary history and describes a written Code of Ethics and personal‑trading controls intended to mitigate conflicts related to adviser trading.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Cash flow / budgeting
Wealth management
Fee options
Flat fee between $2,500 - $10,000 for financial planning services
$0 - $100,000: 2% of assets under management $100,001 - $5,000,000: 1.5% of assets under management $5,000,001 - $50,000,000: 2% of assets under management $50,000,001+: 2.5% of assets under management
Up to $300 per hour for financial planning services
Minimum fee: $250 initial setup fee for assets $0-$100,000 Fee-only: Hourly fees up to $300/hour, minimum 3 hours, maximum 40 hours; or flat fee between $2,500 - $10,000 for financial planning services
Main office location
Couleur Investments
Wilmette IL, United States
Number of offices
1
Most active in
Couleur Investments has reported serving >5 clients in these states in the last 12 months.
California · Illinois · Iowa · Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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