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COURIER CAPITAL, LLC

BUFFALO, NY · CRD 282485 · IAPD ↗ · couriercapital.com · 716-883-9595

$3.59BRegulatory AUM
12Advisory reps
26Employees
0Clients
1-10Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — COURIER CAPITAL, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — COURIER CAPITAL, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2025 — COURIER CAPITAL, LLC notice-filed in IL, LA, OH, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — COURIER CAPITAL, LLC notice-filed in AZ, CO, CT, GA, MD, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — COURIER CAPITAL, LLC reported RAUM up 51% ($1.90B -> $2.86B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.