Randy L. Copus And Associates,LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Randy L. Copus & Associates, LLC provides ongoing investment supervisory services, financial planning and portfolio reviews for individuals, high‑net‑worth individuals, pension and profit‑sharing plans, trusts, estates and charitable organizations. The firm prepares Investment Policy Statements and implements plans by referring client assets to third‑party managers and custodians.
RLC&A constructs portfolios using clients’ stated goals, time horizons and documented risk tolerances, drawing on charting, fundamental and technical analysis to inform recommendations. It operates on a non‑discretionary basis—clients retain trading authority—and account monitoring and reviews are performed by the firm’s designated advisor(s).
The brochure highlights several features that differ from many peers: all reported assets ($34 million) are managed on a non‑discretionary basis, affiliated personnel may sell insurance products and receive commissions while the firm states it does not charge advisory fees on commissionable assets, and the firm has formal referral arrangements with custodians/managers (SEI, Gradient Investments and Loring Ward) that include ongoing referral fees and non‑cash support disclosed to clients. The firm also notes it does not take custody, does not generate its own account statements for clients, and assigns accounts to a designated reviewer within the firm.
Client services
Expertise
Fee options
Financial Solutions Plan flat fee of $2,950 for clients with $100,000 to $300,000 in assets
$100,000 - $300,000: $2,950 flat fee $300,001+: 1.00% $0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.20% $2,500,001 - $5,000,000: 1.10% $5,000,001+: 1.05%
Commission fees on insurance products sold by affiliated persons
Financial planning and business planning services at $250/hour
Minimum fee: Flat fee of $2,950 for assets between $100,000 and $300,000 Fee-only: Investment advisory fees based on asset tiers plus a $2,950 flat fee option for accounts between $100,000 and $300,000; hourly fees for financial planning at $250 per hour
Main office
406 Tiffin Avenue, P.O. Box 149
Findlay OH 45839-1443
Advisors at this office
2
Most active in
Ohio
Also doing business as
Jason M. Faulder · Randy L. Copus & Associates LLC. · Randy L. Copus And Associates,LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jason F
Series 65
Lakeview, OH
Randy L. Copus And Associates,LLC
Jason Faulder is a financial advisor at Randy L. Copus and Associates, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with the firm since 2014. Outside of his advisory role, he serves as an auxiliary police officer for the Washington Township Police Department. Randy L. Copus and Associates, LLC provides portfolio consultation, investment supervisory services, and financial planning primarily for individual clients. The firm manages approximately $31 million in non-discretionary assets, employing a collaborative process that includes Investment Policy Statements, portfolio reviews, and implementation through third-party managers and custodial programs.
Randy C
Series 63, Series 65
Lakeview, OH
Randy L. Copus And Associates,LLC
Randy Copus is a financial advisor with Randy L. Copus and Associates, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at his current firm since 2003 and has also been affiliated with L.M. Kohn & Company and Life Financial Planning. Randy L. Copus and Associates, LLC provides ongoing portfolio consultation, investment supervisory services, and financial planning primarily for individual clients. The firm emphasizes non-discretionary asset management and uses a collaborative process involving online research tools and portfolio-construction software to tailor Investment Policy Statements and portfolio recommendations.
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