Copperleaf Capital, LLC
Copperleaf Capital, LLC (CRD# 117823) is a financial advisory firm headquartered in Raleigh, NC. They manage $159,978,205 in 703 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management160MILLION
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Total Number of Accounts703ACCOUNTS
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Average Account Value$227,565
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, GA, KS, NC, SC, TX, VA
Financial Advisors at Copperleaf Capital, LLC
1
Ryan Peterson (CRD# 2206897) is an Investment Advisor Representative working at Copperleaf Capital, LLC in Raleigh, NC and has over 25 years of experience in the finance industry.
2
Colton Strawn (CRD# 6330870) is an Investment Advisor Representative working at Copperleaf Capital, LLC in Raleigh, NC and has over 5 years of experience in the finance industry.
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