Skinner, Copper & Ehmen Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Skinner, Copper & Ehmen Wealth Management reports 571 clients. They include 394 individual clients, 155 high-net-worth individuals, and 13 pension and profit-sharing plans. Of its assets, 12.6% ($88.6M across 239 accounts) are managed with discretion; $617M across 1,824 accounts are not. A wrap fee program the firm both sponsors and manages holds $683M. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 27% |
| High-net-worth individuals | 27% | 62% |
| Pension and profit-sharing plans | 2% | 8% |
| Charitable organizations | 2% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 394 | $188M | 26.6% | $476K |
| High-net-worth individuals | 155 | $439M | 62.2% | $2.83M |
| Pension and profit-sharing plans | 13 | $56M | 7.9% | $4.31M |
| Charitable organizations | 9 | $23.2M | 3.3% | $2.58M |
| Total | 571 | $706M | 100% | $1.24M |
- Clients
- 394
- Regulatory AUM
- $188M
- AUM share
- 26.6%
- Avg. per client
- $476K
- Clients
- 155
- Regulatory AUM
- $439M
- AUM share
- 62.2%
- Avg. per client
- $2.83M
- Clients
- 13
- Regulatory AUM
- $56M
- AUM share
- 7.9%
- Avg. per client
- $4.31M
- Clients
- 9
- Regulatory AUM
- $23.2M
- AUM share
- 3.3%
- Avg. per client
- $2.58M
Total
- Clients
- 571
- Regulatory AUM
- $706M
- AUM share
- 100%
- Avg. per client
- $1.24M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Skinner, Copper & Ehmen Wealth Management is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning & Consulting
- Financial planning and consulting is billed hourly at $300 for financial advisors, or as a flat fee generally from $1,500 to $25,000, negotiable.
James Copper owns 25% to 50% of Skinner, Copper & Ehmen Wealth Management. The leadership team of Skinner, Copper & Ehmen Wealth Management includes Chief Compliance Officer Ryan Ehmen. It has 10 employees, 6 of them in advisory roles.
Leadership
Ryan EhmenManaging Member & Chief Compliance Officer
James CopperManaging Member
Douglas SkinnerManaging Member
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 10 employees
- 6 in advisory functions
- 6 state-registered reps
- 3 broker-dealer reps
- 5 insurance agents
- 3 soliciting firms
- Owns 25% to 50% of Skinner, Copper & Ehmen Wealth Management, LLC
James Copper
Control person · since January 2012
- Owns 25% to 50% of Skinner, Copper & Ehmen Wealth Management, LLC
Douglas Skinner
Control person · since January 2012
- Owns 25% to 50% of Skinner, Copper & Ehmen Wealth Management, LLC
Ryan Ehmen
Control person · since January 2012
Skinner, Copper & Ehmen Wealth Management’s regulatory assets grew 1.7× from $410M (February 2021) to $706M (January 2026); clients rose from 402 to 571 and employees from 5 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $706M | 571 | 10 | 1 |
| February 2025 | $624M | 553 | 10 | 1 |
| February 2024 | $539M | 551 | 6 | 1 |
| March 2023 | $463M | 535 | 6 | 1 |
| February 2022 | $450M | 427 | 5 | 1 |
| February 2021 | $410M | 402 | 5 | 1 |
Besides its headquarters, Skinner, Copper & Ehmen Wealth Management has 0 offices, with 1 listed address in Illinois.
Illinois · 1 listed address
- 3000 Professional DR., Ste 201, SpringfieldHQ
Contact and registration details
- Legal name
- Skinner, Copper & Ehmen Wealth Management, LLC
- Headquarters
- 3000 Professional DR., Ste 201, Springfield, IL 62703
- Website
- scewealth.com
- Phone
- 217-753-4020
- SEC file
- 801-73087
- Founded
- 2000
- Structure
- Illinois LLC
- Fiscal year end
- December
Skinner, Copper & Ehmen Wealth Management uses Fidelity ($629M) as custodian for its separately managed accounts. Skinner, Copper & Ehmen Wealth Management has custody of $202M in client assets for 307 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $629M100%
At year end, Skinner, Copper & Ehmen Wealth Management’s separately managed accounts were mostly in funds (60%) and stocks (23%).
What the accounts hold
- Stocks23%
- Funds60%
- Bonds5%
- State and local bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- High-yield corporate bonds1%
- Cash12%
How many clients does Skinner, Copper & Ehmen Wealth Management have?
Skinner, Copper & Ehmen Wealth Management has 571 clients and manages $706 million for them, as of January 2026. They include 394 individual clients, 155 high-net-worth individuals, and 13 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 January 2026
What services does Skinner, Copper & Ehmen Wealth Management offer?
Skinner, Copper & Ehmen Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Skinner, Copper & Ehmen Wealth Management use?
Skinner, Copper & Ehmen Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $629M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 January 2026
How many financial advisors does Skinner, Copper & Ehmen Wealth Management have?
Skinner, Copper & Ehmen Wealth Management has 6 investment adviser representatives registered with state securities authorities, out of 10 employees, and 6 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Skinner, Copper & Ehmen Wealth Management invest in?
At the end of its last fiscal year, Skinner, Copper & Ehmen Wealth Management’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 12% cash and equivalents, 2% state and local bonds, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Skinner, Copper & Ehmen Wealth Management?
Skinner, Copper & Ehmen Wealth Management’s direct owners are James Copper, Douglas Skinner and Ryan Ehmen, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 29 January 2026
How does Skinner, Copper & Ehmen Wealth Management get paid?
Skinner, Copper & Ehmen Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Skinner, Copper & Ehmen Wealth Management registered with the SEC?
Yes, Skinner, Copper & Ehmen Wealth Management has been registered with the SEC as an investment adviser since 15 February 2012. Its CRD number is 159255 and its SEC file number is 801-73087.
Source: Form ADV Part 1A, Item 1, filed 29 January 2026; IAPD firm record
How do I contact Skinner, Copper & Ehmen Wealth Management?
Skinner, Copper & Ehmen Wealth Management’s main office is at 3000 Professional DR., Ste 201, Springfield, IL 62703. Its phone number is 217-753-4020. Its website is scewealth.com.