OCIO Intelligence
← Back to Discover
Courier Capital, LLC logo

Courier Capital, LLC

BUFFALO, NY

Form ADV and provider website profile · CRD 282485 · regulatory data as of Mar 13, 2026

Compare

This profile compiles reported firm AUM, institutional client counts, ownership information, and source-linked regulatory records for Courier Capital, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$3.6BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
3,857Institutional ClientsInstitutional ClientsInstitutional client relationships identified from the firm’s Form ADV data. This is not necessarily the number of OCIO mandates.
$3.1BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$504MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameCOURIER CAPITAL, LLC

CRD number282485

Firm foundedNot reported

SEC registration dateJan 4, 2016

Employees26

Advisory professionals12

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

1114 DELAWARE AVENUE, BUFFALO, NY, 14209-1604

716-883-9595

https://www.couriercapital.comLinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$3.6B

As of Mar 13, 2026

Client Mix by Firm AUM

Source: Form ADV client records
High-Net-Worth49.8%$1.8B
Individuals17.7%$636M
Retirement Plans15.3%$548M
Charities12.7%$456M
Corporations4.4%$159M

Percentages and AUM are shown from the same reported Form ADV client-type records.