1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2COPPERLEAF CAPITAL, LLC

Map pinCONCORD, NC
Phone919-787-9725
NotebookSEC #801-80179
Total AUM
$281.6M
Employees
7
Clients
314

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
432 COPPERFIELD BLVD NE
STE 206
CONCORD
NC 28025-2427
United States
Operating Hours
9:00 - 5:00 MON-THU, 9:00-12:00 FRI
Monday - Friday
Phone
919-787-9725

ReceiptFinancials

Total AUM
$281.6M
Accounts
521
Discretionary
$268.9M
Accounts
510
Non-Discretionary
$12.7M
Accounts
11

ContactClients

View more in analytics →

Individual Clients
199
AUM
$78.4M
HNW Individual Clients
98
AUM
$183.5M
Corporation or Business Clients
10
AUM
$7M
Other Clients
7
AUM
$12.7M
Description of Other Clients
401(K) PLANS

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAKSNCNHPASCTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account