# Copperlion Investments

> Copperlion Investments is a state-registered investment advisory firm, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 28, 2026.

- CRD: 171442
- Filed as: COPPERLION INVESTMENTS
- Legal name: Copperlion Investments, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Utah
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171442
- AdvisorCensus page: https://advisorcensus.com/firm/copperlion-investments-171442

## Quick answers

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

**Is Copperlion Investments registered with the SEC or a state?**
Copperlion Investments is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171442.

**How much does Copperlion Investments manage?**
Copperlion Investments reports $3,846,504 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (100% discretionary).

**What types of clients does Copperlion Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); high net worth individuals (2).

**Does Copperlion Investments 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/171442

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $3,846,504
- Discretionary: $3,846,504
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $2,046,504 |
| High net worth individuals | 2 | $1,800,000 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Copperlion Investments (CRD 171442): Form ADV filing data as of October 2026.