# Copper Canyon LLC

> Copper Canyon LLC is a state-registered investment advisory firm, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.

- CRD: 286061
- Filed as: COPPER CANYON LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286061
- AdvisorCensus page: https://advisorcensus.com/firm/copper-canyon-llc-286061

## Quick answers

**How is Copper Canyon LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Copper Canyon LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Copper Canyon LLC registered with the SEC or a state?**
Copper Canyon LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286061.

**How much does Copper Canyon LLC manage?**
Copper Canyon LLC reports $6,074,000 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (89% discretionary).

**What types of clients does Copper Canyon LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31).

**Does Copper Canyon LLC 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/286061

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $6,074,000
- Discretionary: $5,391,000
- Non-discretionary: $683,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $4,567,000 |
| High net worth individuals | Fewer than 5 | $1,507,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 407area.com/orlando/downtown-orlando/finance/copper-canyon-llc-investment-advisory.htm
- aifocusedwealth.com
- bing.com/maps
- coppercanyonllc.com
- dylanquintilone.com
- elocal.com/profile/copper-canyon-llc-registered-investment-advisor-20608299
- g.page/orlandoinvestments
- golocal247.com/claim/business/confirmed
- google.com/maps/place/Quintilone+Tax/@27.698638,-83.804601,7z/data=!4m2!3m1!1s0x0:0xf33a4a2023e51147
- mapquest.com/us/florida/copper-canyon-llc-registered-investment-advisor-423552038
- merchantcircle.com/copper-canyon-investment-advisory-orlando-fl
- nextdoor.com/pages/paul-clay-tax-altamonte-springs-fl
- paulclaytax.com
- pr.com
- quintilonetax.com
- us.kompass.com/c/copper-canyon-llc/usnkc00007064
- yelp.com/biz/copper-canyon-orlando-2
- yelp.com/biz/quintilone-tax-orlando-2
- Facebook @paul.clay.negotiator
- Facebook facebook.com
- Instagram @dylanquintilone
- Instagram @paulclaytax
- LinkedIn @copper-canyon
- LinkedIn @dylanquintilone
- LinkedIn @paul-clay-negotiator
- YouTube @quintilonetax
- YouTube @CopperCanyonLLCRegisteredInvestmentAdvisor

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Copper Canyon LLC (CRD 286061): Form ADV filing data as of October 2026.