RIA Intel›Advisers›North Carolina›COPPERLEAF CAPITAL, LLC

COPPERLEAF CAPITAL, LLC

Advisory

N·CONCORD, NC

Data as of Mar 4, 2026 · Source: SEC Form ADV

Total AUM

$282M

1-Year AUM Growth

+34.4%

3-Year CAGR

+8.1%

Employees

4

Assets Under Management

Total AUM$282M

Discretionary AUM$269M

Non-Discretionary AUM$13M

Discretionary %95.5%

Total Clients314

Team

Total Employees4

Investment Advisers7

Employee Growth (1Y)-25.0%

Filing History

Total Filings on Record31

First FilingJul 31, 2014

Latest FilingMar 4, 2026

🔒 Full AUM trend chart and 31 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on COPPERLEAF CAPITAL, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.