Copper Leaf Financial, LLC
● SEC registered since 2021CRD 285378SEC# 801-120617Williston, VT
Reg. AUM
$219.6M
Employees
4
Accounts
552
Location
Williston, VT
Copper Leaf Financial, LLC assets under management
Copper Leaf Financial, LLC operates as an SEC-registered investment adviser based in Williston, VT. The firm has been registered since 2021. It reports $219.6 million in regulatory assets under management and employs 4 people.
Copper Leaf Financial, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bret Lyn Hodgdon Control | Chief Compliance Officer, Shareholder | 25-50% | 2015 |
| John Wentling Davis Control | Shareholder | Over 75% | 2015 |
Frequently asked questions
How much does Copper Leaf Financial, LLC manage?
Copper Leaf Financial, LLC reports $219.6 million in regulatory assets under management on its Form ADV.
How many employees does Copper Leaf Financial, LLC have?
Copper Leaf Financial, LLC reports 4 employees.
Where is Copper Leaf Financial, LLC located?
Copper Leaf Financial, LLC is based in Williston, VT and has been SEC-registered since 2021.
Does Copper Leaf Financial, LLC disclose fund performance?
Copper Leaf Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 33 Blair Park Road, Suite 203, Williston, VT 05495 |
| Phone | 802-878-2731 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$219.6M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$219.6Mregulatory AUM
Discretionary $219.6M