COPPERLEAF CAPITAL, LLC

RIASEC RegisteredEst. 2014

Total AUM

$282M

Discretionary

$269M

95% of AUM

Avg account

$541K

Accounts

521

Employees

Advisory reps

Firm details

Headquarters: CONCORD, North Carolina
CRD number: 117823
Registered since: August 20, 2014
Website: copperleafcapital.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, GEMINI TRUST COMPANY, LLC, ALTO TRUST CO.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI65.15%
Individuals27.82%
Other4.52%
Corporations / Businesses2.5%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Copperleaf Capital, LLC is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm combines fee-based portfolio management and financial planning with insurance-brokerage capabilities, which allows it to blend liquid public-market exposure with insurance products and private-market allocations. Service lines include portfolio management for individuals and small businesses, financial planning, pension-consulting style work, and selection of outside managers — signaling a mix of direct discretionary management and outsourced-manager solutions. Investment activity shows a clear tilt toward public funds and ETFs as core building blocks, while the firm also makes explicit allocations to private-market and digital-asset strategies. Copperleaf is not positioned as an ESG-focused investor and operates under a mix of percentage-of-AUM and fixed-fee arrangements.