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Skinner, Copper & Ehmen Wealth Management, LLC

Springfield, ILSEC-registered investment adviserCRD 159255

Filed as SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

Skinner, Copper & Ehmen Wealth Management, LLC is an SEC-registered investment advisory firm in Springfield, IL, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated January 29, 2026.

14 years
registered since 2012
$705,730,199
assets under management
2 arrangements
Percentage of assets, Fixed fees
None
disclosure items (Item 11)

Quick answers

From the filing

How is Skinner, Copper & Ehmen Wealth Management, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Skinner, Copper & Ehmen Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

How much does Skinner, Copper & Ehmen Wealth Management, LLC charge?

Its Form ADV Part 2A brochure dated January 29, 2026 states: Hourly rate: $300 an hour (financial advisors). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Skinner, Copper & Ehmen Wealth Management, LLC located?

Skinner, Copper & Ehmen Wealth Management, LLC's principal office is in Springfield, IL, according to its Form ADV.

Is Skinner, Copper & Ehmen Wealth Management, LLC registered with the SEC or a state?

Skinner, Copper & Ehmen Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 159255.

How much does Skinner, Copper & Ehmen Wealth Management, LLC manage?

Skinner, Copper & Ehmen Wealth Management, LLC reports $705,730,199 in regulatory assets under management in its Form ADV filing dated January 29, 2026 (13% discretionary).

How have Skinner, Copper & Ehmen Wealth Management, LLC's assets and staff changed since 2021?

In the Form ADV data for Skinner, Copper & Ehmen Wealth Management, LLC: Regulatory assets under management: $410,260,589 in the October 2021 data and $705,730,199 in the October 2026 data, up 72%. Total employees: 5 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Skinner, Copper & Ehmen Wealth Management, LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (394); high net worth individuals (155); pension and profit sharing plans (but not the plan participants or government pension plans) (13).

Which custodians does Skinner, Copper & Ehmen Wealth Management, LLC use?

Skinner, Copper & Ehmen Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

Does Skinner, Copper & Ehmen Wealth Management, LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159255

What changed in Skinner, Copper & Ehmen Wealth Management, LLC's recent Form ADV filings?

In the February 2026 filing data: Regulatory assets under management went from $623,962,646 to $705,730,199 (+13%). Registered or notice-filed in IN.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Hourly rate: $300 an hour (financial advisors)

The brochure's wording
Our hourly fees are $300 for financial advisors. Flat fees generally range from $1,500 to $25,000.

As stated in the firm's Form ADV Part 2A brochure dated January 29, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$705,730,199

$705,730,199 as of October 2026, filing dated January 29, 2026.

Discretionary: $88,638,355.Non-discretionary: $617,091,844.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 394 Assets $187,594,912 (27%)
High net worth individuals
Clients 155 Assets $438,941,481 (62%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 13 Assets $56,007,251 (8%)
Charitable organizations
Clients 9 Assets $23,186,555 (3%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2012 (14 years)
Employees
Total: 10. Performing investment advisory functions: 6.
Wrap fee program participation
Yes.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
8 states or jurisdictions
AZFLILINMOSCTNTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$410M 2021 $450M 2022 $463M 2023 $539M 2024 $624M 2025 $706M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$705,730,19910January 29, 2026
October 2025$623,962,64610February 6, 2025
October 2024$538,934,1536February 22, 2024
October 2023$463,337,8316March 9, 2023
October 2022$449,767,6465February 15, 2022
October 2021$410,260,5895February 5, 2021

Regulatory assets under management: $410,260,589 in the October 2021 data and $705,730,199 in the October 2026 data, up 72%.

Total employees: 5 in October 2021 and 10 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. February 2026
    • Regulatory assets under management went from $623,962,646 to $705,730,199 (+13%).
    • Registered or notice-filed in IN.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
scewealth.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Skinner, Copper & Ehmen Wealth Management, LLC (CRD 159255): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/skinner-copper-and-ehmen-wealth-management-llc-springfield-il-159255