Copper Harbor Investment Advisors, Llc
- Regulatory AUM
- $805M
- Discretionary
- $805M
- Clients
- 250
- Avg AUM / client
- $3.2M
- Accounts
- 250
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 106 | $48.0M | 5.96% |
| High net worth individuals | 120 | $700M | 87.0% |
| Pension and profit sharing plans | 14 | $40.0M | 4.97% |
| Charitable organizations | 2 | $5.0M | 0.62% |
| Corporations and other businesses | 8 | $12.0M | 1.49% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Werner Electric Supply Co. 401(k) Profit Sharing Plan Werner Electric Supply Co. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steven Nicholas Hooyman | President, Member, Cco | CFP | Dec 2013 (13y) | 25% – 50% |
| Amy Johanna Sitter | Partner, Member | May 2016 (10y) | 10% – 25% | |
| Jesse Lincoln Nelson | Partner, Member | CFP | Jan 2019 (8y) | 10% – 25% |
| Ramon Garrido Mateos | Partner, Member | Jan 2019 (8y) | 10% – 25% | |
| Robert Joseph Moore | Partner, Member | Sep 2023 (3y) | 10% – 25% | |
| Miranda Rae Hoffman | Registered representative | CFP | Oct 2024 (2y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Werner Electric Supply Co. 401(k) Profit Sharing Plan | Werner Electric Supply Co. | 451 | $70.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 959 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $436M (54% of AUM) Mar 2026
- National Financial Services (Fidelity) $199M (25% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗