# COURIER CAPITAL, LLC

COURIER CAPITAL, LLC of BUFFALO, NY is an SEC-registered investment adviser.

## Registration

- CRD: 282485
- Type: SEC-registered investment adviser
- SEC file number: 801-107119
- Location: 1114 DELAWARE AVENUE, BUFFALO, NY, 14209-1604
- Phone: 716-883-9595
- Latest filing: 2026-03-16
- Regulatory AUM: $3.6B
- Discretionary AUM: $3.1B
- Non-discretionary AUM: $504.1M
- Clients: 26
- Accounts: 3,857

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Heather Lynn Wisinski | SENIOR DIRECTOR OF OPERATIONS | — |
| James Edward Iglewski | PRESIDENT | — |
| Jason Michael Stronz | SENIOR MANAGING DIRECTOR | — |
| Karen Ann Mohn | CHIEF COMPLIANCE OFFICER | — |
| KAZ BRUCE BRIAN | CHIEF COMPLIANCE OFFICER | — |
| WESTERVELT REBECCA LEVENGOOD | CHIEF COMPLIANCE OFFICER | — |
| MOHN KAREN ANN | CHIEF COMPLIANCE OFFICER | — |
| HANLON THOMAS JAMES | CHIEF OPERATING OFFICER; EXECUTIVE VICE PRESIDENT, WEALTH MANAGEMENT; PRESIDENT | — |
| BIRMINGHAM MARTIN K | CHAIRMAN/CEO; CHAIRMAN/PRESIDENT | — |
| KLOTZBACH KEVIN BRUCE | TREASURER | — |
| DUMBLETON SONIA MARIE | SECRETARY | — |
| Kreienberg William L | PRESIDENT | — |
| WISINSKI HEATHER LYNN | SENIOR DIRECTOR OF OPERATIONS | — |
| IGLEWSKI JAMES EDWARD | PRESIDENT | — |
| Stronz Jason Michael | SENIOR MANAGING DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282485/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282485/similar
- Related entities: https://search.stillhousedata.com/firm/282485/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282485

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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.