Copperleaf Capital, LLC

Copperleaf Capital, LLC (CRD# 117823) is a financial advisory firm headquartered in Raleigh, NC. They manage $162,262,883 in 1,520 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    162
    MILLION
  • Total Number of Accounts
    1,520
    ACCOUNTS
  • Average Account Value
    $106,752
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
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.

AR, FL, GA, KS, NC, SC, VA

Financial Advisors at Copperleaf Capital, LLC
Showing 1 - 4 of 4 top financial advisors.
1
John R. Heath
CRD#: 4048213
5904 Six Forks Road, Suite 201, Raleigh, NC 27609
93
Wealthminder
score

John Heath (CRD# 4048213) is an Investment Advisor Representative working at Copperleaf Capital, LLC in Raleigh, NC and has over 15 years of experience in the finance industry.

2
Michael L. Quick
CRD#: 4648659
5904 Six Forks Road, Suite 201, Raleigh, NC 27609
93
Wealthminder
score

Michael Quick (CRD# 4648659) is an Investment Advisor Representative working at Copperleaf Capital, LLC in Raleigh, NC and has over 13 years of experience in the finance industry.

3
Thomas J. Tolley
CRD#: 5107907
5904 Six Forks Road, Suite 201, Raleigh, NC 27609
93
Wealthminder
score

Thomas Tolley (CRD# 5107907) is an Investment Advisor Representative working at Copperleaf Capital, LLC in Raleigh, NC and has over 10 years of experience in the finance industry.

4
Ryan G. Peterson
CRD#: 2206897
5904 Six Forks Road, Suite 201, Raleigh, NC 27609
76
Wealthminder
score

Ryan Peterson (CRD# 2206897) is an Investment Advisor Representative working at Copperleaf Capital, LLC in Raleigh, NC and has over 18 years of experience in the finance industry. Ryan Peterson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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