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COURIER CAPITAL, LLC
CRD 282485 · SEC 801-107119
1114 DELAWARE AVENUE, BUFFALO, NY, 14209-1604, United States
Phone
716-883-9595
Fax
716-883-8048
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.59B
Discretionary AUM
$3.08B
Team
26 total employees; 12 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1738 | $635.7M |
| High net worth individuals | 356 | $1.79B |
| Pension/profit sharing plans | 45 | $548.3M |
| Charitable organizations | 35 | $456.4M |
| Corporations/business entities | 38 | $159.1M |
States served
AZ, CA, CO, GA, IL, LA, MD, MA, NY, NC, OH, PA, SC, TN, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD