Copperleaf Capital, LLC
Copperleaf Capital, LLC is an SEC-registered mass-market adviser in Concord, NC with $281.6M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Copperleaf Capital, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 117823, SEC 801-80179, data through 2026-06-17.
- AUM (assets under management / regulatory AUM)
- $281.6M (2026-06-17)
- Firm type
- Mass-Market Adviser
- Location
- Concord, NC
- Employees
- 7
- Clients
- 314
- CRD
- 117823
- Ownership
- PETERSON, RYAN, GARY; HEATH, JOHN, RYAN; BROOKSTONE CAPITAL MANAGEMENT LLC; CC NEXT GEN, LLC; AL MARKETING, LLC
How much AUM does Copperleaf Capital, LLC have?
Copperleaf Capital, LLC reported $281.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-17).
Who owns Copperleaf Capital, LLC?
Disclosed owners and executives of Copperleaf Capital, LLC include PETERSON, RYAN, GARY, HEATH, JOHN, RYAN, BROOKSTONE CAPITAL MANAGEMENT LLC, CC NEXT GEN, LLC, AL MARKETING, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.