Copperleaf Capital, LLC
● SEC registered since 2014CRD 117823SEC# 801-80179Clover, SC
Reg. AUM
$281.6M
Employees
7
Accounts
521
Location
Clover, SC
Copperleaf Capital, LLC assets under management
Copperleaf Capital, LLC is a registered investment adviser overseen by the SEC based in Clover, SC. The firm has been registered since 2014. It reports $281.6 million in regulatory assets under management and employs 7 people.
Copperleaf Capital, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brookstone Capital Management Llc Control | Managing Member | Over 75% | 2024 |
| CC Next Gen, LLC Control | Managing Member | 10-25% | 2024 |
| Ryan Gary Peterson Control | President, Chief Compliance Officer, And Managing Member | Under 5% | 2008 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Copperleaf Capital, LLC manage?
Copperleaf Capital, LLC reports $281.6 million in regulatory assets under management on its Form ADV.
How many employees does Copperleaf Capital, LLC have?
Copperleaf Capital, LLC reports 7 employees.
Where is Copperleaf Capital, LLC located?
Copperleaf Capital, LLC is based in Clover, SC and has been SEC-registered since 2014.
Does Copperleaf Capital, LLC disclose fund performance?
Copperleaf Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4609 Charlotte Hwy, Ste 5, Clover, SC 29710 |
| Phone | 919-787-9725 |
| Fax | 919-787-9727 |
| Office hours | 9:00 - 5:00 Mon-Thu, 9:00-12:00 Fri |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1802225 |
| Discloses disciplinary history | No |
Regulatory AUM
$281.6M▲ 10%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$281.6Mregulatory AUM
Discretionary $268.9MNon-discretionary $12.7M