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Courier Capital, LLC logo

Courier Capital, LLC

BUFFALO, NY

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

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This profile compiles reported firm AUM, regulatory account 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.
3,857Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$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.
$3.6BTotal Firm AUM
$3.1BDiscretionary AUM
$504MNon-discretionary AUM
3,857Total accounts
3,699Discretionary accounts
158Non-discretionary accounts

Client Mix by Firm AUM

$3.6BFirm AUM

High-Net-Worth49.8%

Individuals17.7%

Retirement Plans15.3%

Charities12.7%

Corporations4.4%

Reported Client Types

Source: Form ADV client records
High-Net-Worth49.8%
356 clients$1.8B firm assets
Individuals17.7%
1,738 clients$636M firm assets
Retirement Plans15.3%
45 clients$548M firm assets
Charities12.7%
35 clients$456M firm assets
Corporations4.4%
38 clients$159M firm assets
Reported total2,212 clients
This is the registered adviser’s official SEC-filed Form ADV Part 2A brochure. The viewer opens directly to Item 7. The disclosure may describe activities beyond the provider’s OCIO offering.

Types of Clients

Official SEC PDF
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