Brandon Henrie
Copperlion Investments · St. George, Utah
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.
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Facts
| Firm | Copperlion Investments |
|---|---|
| Based in | St. George, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $3.8M across 34 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in UT · CRD 4762675 |
| Exams passed | Series 63 (2005) · Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Brandon's firm compares
- Copperlion Investments's average account is about $113,000, from its Form ADV (assets managed divided by 34 accounts).
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Questions about Brandon
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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