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: Clover, South 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 formed in 2014 that acts as a capital allocator for both individual and institutional clients. The firm combines fee-based portfolio management and financial planning with a brokerage capability for insurance products. Its advisory services include portfolio management for individuals and small businesses, financial planning, pension consulting, and the selection of other advisers. Copperleaf charges a mix of percentage-of-AUM and fixed fees and does not identify as an active ESG investor. The firm lists affiliations across the legal and insurance sectors and operates as a limited liability company owned by domestic entity/individual interests. Copperleaf positions itself to deploy third‑party managers and bespoke solutions rather than running a single in‑house fund lineup.