COURTER FINANCIAL, LLC

COURTER FINANCIAL, LLC is an SEC-registered investment adviser (CRD 151047). Regulatory assets under management: $24.2M.

Registration

• CRD: 151047
• Type: Registered investment adviser
• Phone: 814-574-4953
• Latest filing: 2026-02-26
• Regulatory AUM: $24.2M
• Discretionary AUM: $24.2M
• Clients: 1
• Accounts: 128

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151047 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search