# COPPER HARBOR INVESTMENT ADVISORS, LLC

COPPER HARBOR INVESTMENT ADVISORS, LLC of APPLETON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 169978
- Type: SEC-registered investment adviser
- SEC file number: 801-81035
- Location: 250 NORTH METRO DRIVE, SUITE A, APPLETON, WI, 54913
- Phone: (920)441-0300
- Latest filing: 2026-03-11
- Regulatory AUM: $805.0M
- Discretionary AUM: $805.0M
- Clients: 6
- Accounts: 250

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Moore Joseph | PARTNER, MEMBER | East Elmhurst, NY |
| Robert Joseph Moore | PARTNER, MEMBER | — |
| Ramon Garrido Mateos | PARTNER, MEMBER | — |
| Steven Nicholas Hooyman | PRESIDENT, MEMBER; PRESIDENT, MEMBER, CCO | — |
| Amy Johanna Sitter | PARTNER, MEMBER | — |
| Jesse Lincoln Nelson | PARTNER, MEMBER; PARTNER, MEMBER, CCO | — |
| HOOYMAN STEVEN NICHOLAS | PRESIDENT, CCO; PRESIDENT, MEMBER, CCO | — |
| SITTER AMY JOHANNA | PARTNER, MEMBER | — |
| Nelson Jesse Lincoln | PARTNER, MEMBER | — |
| Garrido Mateos Ramon | PARTNER, MEMBER | — |
| Miranda Rae Hoffman | PARTNER, MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169978/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169978/similar
- Related entities: https://search.stillhousedata.com/firm/169978/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169978

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.