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Coppice Asset Management, LLC (Syracuse)


Coppice Asset Management, LLC is a related adviser based in Syracuse. It manages $31.71 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Virginia.

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Coppice Asset Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Coppice Asset Management: assets under management

The assets under management (AUM) of Coppice Asset Management, LLC is $31.71 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 105% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $31.71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.93 million each.
Coppice Asset Management has custody of $31.71 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Coppice Asset Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
David Walker Laughlin Trustee 1 Apr 1997 Other 4363862
Ricard R. Ohrstrom Issue Trust Dtd 05/20/68 Owner 1 Dec 1997 75% - 100% 13-6268209
Andrew William Regan Trustee 1 Jul 1998 Other 5594734
Robert John Ryan Partner 1 Apr 2007 50% - 75% 4363043
Craig Allen Buckhout Partner 1 Apr 2007 50% - 75% 4363051

Based in Syracuse

The principal office where Coppice Asset Management, LLC performs its advisory services is located at 101 S. Salina St., Syracuse, NY 13202 The mailing address of the firm is 6384 Stuart St., The Plains, VA 20198. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 315-476-8200. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at coppiceasset.com.


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