Courier Capital, LLC
BUFFALO, NY
Form ADV and provider website profile · CRD 282485 · regulatory data as of Mar 13, 2026
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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 01/2016
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 01/2022
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 10/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 10/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 02/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Inc. Financial Institutions | Owner (100%) | 01/2016 | Domestic entity | Yes | 75% or more |
| Heather Lynn Wisinski | Senior Director Of Operations | 01/2022 | Individual | Yes | Less than 5% |
| James Edward Iglewski | President | 10/2023 | Individual | Yes | Less than 5% |
| Jason Michael Stronz | Senior Managing Director | 10/2023 | Individual | Yes | Less than 5% |
| Karen Ann Mohn | Chief Compliance Officer | 02/2025 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVNo indirect ownership records were reported.
Owners & Executives
Source: Form ADVHL
Heather Lynn Wisinski
Senior Director Of Operations
JE
James Edward Iglewski
President
JM
Jason Michael Stronz
Senior Managing Director
KA
Karen Ann Mohn
Chief Compliance Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives5
Indirect ownership records0
Regulatory statusSEC registered investment adviser
SEC registration dateJan 4, 2016
CRD number282485