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COPPERLEAF CAPITAL, LLC
CRD 117823 · SEC 801-80179
4609 CHARLOTTE HWY, STE 5, CLOVER, SC, 29710, United States
Phone
919-787-9725
Fax
919-787-9727
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$281.6M
Discretionary AUM
$268.9M
Team
7 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 199 | $78.4M |
| High net worth individuals | 98 | $183.5M |
| Corporations/business entities | 10 | $7.0M |
States served
CA, GA, KS, NC, PA, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD