# Brandon Henrie

> Brandon Henrie is a fee-only financial advisor at Copperlion Investments in St. George, Utah, who holds the CFP credential. Copperlion Investments reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brandon-henrie/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Copperlion Investments
- **Based in:** St. George, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $3.8M across 34 accounts
- **Credentials:** CFP
- **CRD:** 4762675 (https://adviserinfo.sec.gov/individual/summary/4762675)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 63 (2005), Series 66 (2007)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Brandon Henrie a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Copperlion Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brandon charge for financial advice?

Brandon's firm, Copperlion Investments, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Brandon Henrie based?

Brandon Henrie is based in St. George, Utah.

### What credentials does Brandon Henrie hold?

Brandon Henrie holds the CFP credential.

### Is Brandon Henrie registered with the SEC?

Yes. Brandon Henrie is registered as an investment adviser representative in UT (CRD 4762675), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Copperlion Investments manage?

Copperlion Investments reports $3.8M across 34 accounts in assets under management.

### How do I contact Brandon Henrie?

Contact details aren't on file yet. Search for Copperlion Investments.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4762675): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.