{"url":"https://nivawealth.com/firms/skinner-copper-and-ehmen-wealth-management-159255","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/159255","regulatoryAum":705730199,"crd":"159255","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1006730","suffix":null,"lastName":"COPPER","firstName":"JAMES","middleName":"DAVID"},{"crd":"4344247","suffix":null,"lastName":"DAVSKO","firstName":"LAWRENCE","middleName":"J"},{"crd":"3212450","suffix":null,"lastName":"EHMEN","firstName":"RYAN","middleName":"JAY"},{"crd":"4221331","suffix":null,"lastName":"LESKO","firstName":"MELANIE","middleName":"KAY"},{"crd":"3268397","suffix":null,"lastName":"SKINNER","firstName":"DOUGLAS","middleName":"LEE"},{"crd":"7125118","suffix":null,"lastName":"Skinner","firstName":"Noah","middleName":null}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-05","regulatoryAum":410260589,"clients":402,"employees":5,"offices":1},{"filedOn":"2022-02-15","regulatoryAum":449767646,"clients":427,"employees":5,"offices":1},{"filedOn":"2023-03-09","regulatoryAum":463337831,"clients":535,"employees":6,"offices":1},{"filedOn":"2024-02-22","regulatoryAum":538934153,"clients":551,"employees":6,"offices":1},{"filedOn":"2025-02-06","regulatoryAum":623962646,"clients":553,"employees":10,"offices":1},{"filedOn":"2026-01-29","regulatoryAum":705730199,"clients":571,"employees":10,"offices":1}],"secFileNumber":"801-73087","legalName":"Skinner, Copper & Ehmen Wealth Management, LLC","displayName":"Skinner, Copper & Ehmen Wealth Management","slug":"skinner-copper-and-ehmen-wealth-management-159255","website":"https://scewealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/159255/3f03b6acd969b2ae-r1.webp","tone":"light","width":871,"height":200,"sourceUrl":"https://www.scewealth.com/","sourceLabel":"Skinner, Copper & Ehmen Wealth Management, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2000","organization":"Illinois limited liability company","fiscalYearEnd":"December","headquarters":{"street":"3000 Professional DR., Ste 201","city":"Springfield","state":"IL","stateName":"Illinois","country":"United States","postalCode":"62703"},"tradeNames":[],"registration":{"secApproved":"15 February 2012","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1141232.0455373407,"staff":{"employees":10,"advisory":6,"brokerDealerReps":3,"insuranceAgents":5,"promoters":3},"aum":{"regulatory":705730199,"discretionary":88638355,"discretionaryAccounts":239,"nonDiscretionary":617091844,"nonDiscretionaryAccounts":1824,"wrapProgram":682928015,"nonUsClientsPct":0,"nonAumClients":3},"clientTypes":[{"label":"Individuals (other than HNW)","clients":394,"regulatoryAum":187594912},{"label":"High-net-worth individuals","clients":155,"regulatoryAum":438941481},{"label":"Pension and profit-sharing plans","clients":13,"regulatoryAum":56007251},{"label":"Charitable organizations","clients":9,"regulatoryAum":23186555}],"feePrograms":[{"role":"other","program":"Financial Planning & Consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005038","versionId":1005038,"submittedOn":"2026-01-29","documentName":"ADV PART 2A - FIRM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T07:01:01.006105+00:00","documents":[{"name":"ADV PART 2A - FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005038","versionId":1005038,"submittedOn":"2026-01-29"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005039","versionId":1005039,"submittedOn":null}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":628928015}],"custodyNote":"Skinner, Copper & Ehmen Wealth Management has custody of $202M in client assets for 307 clients.","leadership":[{"name":"Ryan Ehmen","title":"Managing Member & Chief Compliance Officer","crd":"3212450"},{"name":"James Copper","title":"Managing Member","crd":"1006730"},{"name":"Douglas Skinner","title":"Managing Member","crd":"3268397"}],"ownership":[{"label":"James Copper","detail":"Managing member in the 25% to 50% ownership band and a control person, since January 2012."},{"label":"Douglas Skinner","detail":"Managing member in the 25% to 50% ownership band and a control person, since January 2012."},{"label":"Ryan Ehmen","detail":"Managing member & chief compliance officer in the 25% to 50% ownership band and a control person, since January 2012."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Illinois","offices":1,"addresses":[{"street":"3000 Professional DR., Ste 201","city":"Springfield","headquarters":true}]}],"brochureServices":["education planning","estate planning","insurance","philanthropic planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"217-753-4020","stateRegisteredReps":6,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":23},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":2},{"label":"Investment grade corporate bonds","percent":1},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":60},{"label":"Cash and cash equivalents","percent":12}],"privateFunds":0},"sources":{"adv1FilingDate":"29 January 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/159255/PDF/159255.pdf","brochureDate":"29 January 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1005038","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Skinner, Copper & Ehmen Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Skinner, Copper & Ehmen Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Skinner, Copper & Ehmen Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Skinner, Copper & Ehmen Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Skinner, Copper & Ehmen Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Skinner, Copper & Ehmen Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Skinner, Copper & Ehmen Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Skinner, Copper & Ehmen Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Skinner, Copper & Ehmen Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 29 January 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}