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 18 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 22 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 14 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 31 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 9 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 14 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 14 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 4 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 2 years of experience in the finance industry.

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