A complete list of active advisors currently associated with Randy L. Copus And Associates,LLC

Warmer can help you find a great advisor at Randy L. Copus And Associates,LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Randy L. Copus And Associates,LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.