# Copia Financial Solutions, Inc.

> Copia Financial Solutions, Inc. is a state-registered investment advisory firm, registered since 2001, with no regulatory assets under management reported in its Form ADV filing dated November 23, 2016.

- CRD: 123886
- Filed as: COPIA FINANCIAL SOLUTIONS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: November 23, 2016
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/123886
- AdvisorCensus page: https://advisorcensus.com/firm/copia-financial-solutions-inc-123886

## Quick answers

**How is Copia Financial Solutions, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Copia Financial Solutions, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is Copia Financial Solutions, Inc. registered with the SEC or a state?**
Copia Financial Solutions, Inc. is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 123886.

**Does Copia Financial Solutions, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/123886

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2001 (25 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Not reported
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- copiafinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Copia Financial Solutions, Inc. (CRD 123886): Form ADV filing data as of October 2026.