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Steven M. Lichtie

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CRD#: 5863350
SL

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Steven Michael Lichtie was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 2018. Steven had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Black Clover Enterprises LLC - Chief Operating Officer Description of Business: Head wear and apparel sales Non-investment Related 12059 S. State Street Draper, UT 84020 August 2015 - Start Date 200+ Hours/Month Part of the executive team leading the day to day activities of Black Clover Enterprises LLC including a team of approximately 25 people. Current oversight includes the Operations, Human Resources and Finance team. Mr. Lichtie is responsible for ensuring that all customer orders, shipping fulfillment, financial reports and other non-revenue generating parts of the company are completed on a daily basis. Black Clover is a wholesale apparel company that designs, manufacturers and sells headwear, polos, t-shirts and other items to secondary retailers. Other companies that do not require significant time or compensation.(Less than 5 hours a month) Additionally, all addresses are located at Steven Lichtie's private residence of 11607 S. Copper Rose Way South Jordan, UT 84009. Copper Peak GP (2018) and Copper Peak Fund LP (2018) are all companies owned by Steven Lichtie. They were established to develop a track record over the upcoming years of trading. These companies will not be solicited to the public.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

December 3, 2018 - October 14, 2025

COPPER PEAK CAPITAL MANAGEMENT

RIA
CRD#: 298325
SOUTH JORDAN, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 7/18/2018
Uniform Investment Adviser Law Examination

Current Firm

CP
COPPER PEAK CAPITAL MANAGEMENT
COPPER PEAK CAPITAL MANAGEMENT | COPPER PEAK CAPITAL MANAGEMENT LLC

CRD#: 298325 / SEC#:

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Contact information

Main Address
South Jordan, UT
Mailing Address
Phone number
(801) 520-3455
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

COPPER PEAK CAPITAL MANAGEMENT

CRD#: 298325

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