Copeland Capital Management, LLC

Copeland Capital Management, LLC (CRD# 135822) is a financial advisory firm headquartered in Conshohocken, PA. They manage $1,935,753,906 in 2,495 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,936
    MILLION
  • Total Number of Accounts
    2,495
    ACCOUNTS
  • Average Account Value
    $775,853
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI

Financial Advisors at Copeland Capital Management, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Robin J. Lane
CRD#: 2478758
Eight Tower Bridge, 161 Washington Street, Suite 1325, Conshohocken, PA 19428
96
Wealthminder
score

Robin Lane (CRD# 2478758) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Conshohocken, PA and has over 19 years of experience in the finance industry.

2
Charles M. Barrett
CRD#: 2490925
Eight Tower Bridge, 161 Washington Street, Suite 1325, Conshohocken, PA 19428
93
Wealthminder
score

Charles Barrett (CRD# 2490925) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Conshohocken, PA and has over 23 years of experience in the finance industry.

3
David B. McGonigle
CRD#: 4470926
Eight Tower Bridge, 161 Washington Street, Suite 1325, Conshohocken, PA 19428
93
Wealthminder
score

David McGonigle (CRD# 4470926) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Conshohocken, PA and has over 15 years of experience in the finance industry.

4
Edward C. Rorer
CRD#: 403802
Eight Tower Bridge, 161 Washington Street, Suite 1325, Conshohocken, PA 19428
93
Wealthminder
score

Edward Rorer (CRD# 403802) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Conshohocken, PA and has over 32 years of experience in the finance industry.

5
James C. Spencer
CRD#: 4879720
Eight Tower Bridge, 161 Washington Street, Suite 1325, Conshohocken, PA 19428
93
Wealthminder
score

James Spencer (CRD# 4879720) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Conshohocken, PA and has over 10 years of experience in the finance industry.

6
Richard H. Sutphin
CRD#: 4479979
225 Franklin Street, 26th Floor, Boston, MA 02110
93
Wealthminder
score

Richard Sutphin (CRD# 4479979) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Boston, MA and has over 15 years of experience in the finance industry.

7
Jason T. Vigilante
CRD#: 4577397
Manalapan, NJ
93
Wealthminder
score

Jason Vigilante (CRD# 4577397) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Manalapan, NJ and has over 15 years of experience in the finance industry.

8
Mark W. Giovanniello
CRD#: 4658052
Eight Tower Bridge, 161 Washington Street, Suite 1325, Conshohocken, PA 19428
90
Wealthminder
score

Mark Giovanniello (CRD# 4658052) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Conshohocken, PA and has 1 year of experience in the finance industry.

9
Benjamin A. Menconi
CRD#: 5170005
Chicago, IL
90
Wealthminder
score

Benjamin Menconi (CRD# 5170005) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Chicago, IL and has over 5 years of experience in the finance industry.

10
Tyler L. Childs
CRD#: 6057499
Houston, TX
89
Wealthminder
score

Tyler Childs (CRD# 6057499) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Houston, TX and has over 3 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.