SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
Adviser information for SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC last updated from Form ADV on February 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 3 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,623 | $475.6M |
| Non-Discretionary | 225 | $63.3M |
| Total | 1,848 | $538.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 385 | $302.5M |
| HNW Individuals | 139 | $176.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 15 | $40.0M |
| Charitable organizations | 12 | $20.1M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 7 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 2.2M |
| Portfolio Manager | 0 |
| Both for Same | 536.7M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| SKINNER, COPPER & EHMEN WRAP FEE PROGRAM | SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC |
Identifiers
| SEC RIA File Number | 801-73087 |
|---|---|
| SEC ERA File Number | 801-73087 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 159255 |
| Legal Entity Identifier | None |
Principal Office
3000 PROFESSIONAL DR.STE 201
SPRINGFIELD
IL
United States
Monday - Friday, 9 AM TO 5PM
Tel: 217-753-4020, Fax: 217-753-8185
Websites
Chief Compliance Officer
RYAN EHMEN
MANAGING MEMBER
3000 PROFESSIONAL DR.
STE 201
SPRINGFIELD
IL
United States
Tel:
217-753-4020
Fax:
217-753-8185
R***@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| COPPER, JAMES, DAVID | Individual | – | MANAGING MEMBER | 01/2012 | 25-50% |
| SKINNER, DOUGLAS, LEE | Individual | – | MANAGING MEMBER | 01/2012 | 25-50% |
| EHMEN, RYAN, JAY | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 01/2012 | 25-50% |