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CRD 159255
SPRINGFIELD, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JAMES DAVID COPPER | Certified Financial Planner | Monroe, TN | 14 | 35 | 1 | no |
| RYAN JAY EHMEN | n/a | SPRINGFIELD, IL | 14 | 25 | 1 | yes |
| MELANIE KAY LESKO | n/a | SPRINGFIELD, IL | 14 | 32 | 2 | yes |
| LAWRENCE J DAVSKO | n/a | SPRINGFIELD, IL | 14 | 26 | 1 | no |
| Noah Skinner | n/a | SPRINGFIELD, IL | 3 | 10 | 1 | no |
| DOUGLAS LEE SKINNER | Certified Financial Planner | SPRINGFIELD, IL | 1 | 27 | 2 | yes |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| COPPER, JAMES, DAVID | MANAGING MEMBER | C | yes | 01/2012 | Jan 24, 2012 | Feb 22, 2024 |
| EHMEN, RYAN, JAY | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | yes | 01/2012 | Jan 24, 2012 | Feb 22, 2024 |
| SKINNER, DOUGLAS, LEE | MANAGING MEMBER | C | yes | 01/2012 | Jan 24, 2012 | Feb 22, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Jan 29, 2026 | $706M | $88.6M | 10 | 6 | 0 | n/a | n/a |
| 2024 | Feb 6, 2025 | $624M | $73.5M | 10 | 6 | 0 | n/a | n/a |
| 2023 | Feb 22, 2024 | $539M | $476M | 6 | 6 | 0 | n/a | n/a |
| 2022 | Mar 9, 2023 | $463M | $48.4M | 6 | 6 | 0 | n/a | n/a |
| 2021 | Feb 15, 2022 | $450M | $50.2M | 5 | 5 | 0 | n/a | n/a |
| 2020 | Feb 5, 2021 | $410M | $46.2M | 5 | 5 | 0 | n/a | n/a |
| 2019 | Feb 3, 2020 | $340M | $35.2M | 5 | 5 | 0 | n/a | n/a |
| 2018 | Feb 27, 2019 | $283M | $28.2M | 5 | 5 | 0 | n/a | n/a |
| 2017 | Feb 8, 2018 | $297M | $297M | 5 | 5 | 0 | n/a | n/a |
| 2016 | Mar 14, 2017 | $245M | $0 | 6 | 6 | n/a | n/a | n/a |
| 2015 | Feb 23, 2016 | $206M | $0 | 6 | 5 | n/a | n/a | n/a |
| 2014 | Jan 20, 2015 | $200M | $0 | 6 | 5 | n/a | n/a | n/a |
| 2013 | Jan 27, 2014 | $172M | $0 | 6 | 6 | n/a | n/a | n/a |
| 2012 | Feb 13, 2013 | $153M | $0 | 6 | 6 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $706M | $624M | 13.1% | $463M | 15.1% | 10 | 10 | 0 | 0 |