COPPERLEAF CAPITAL, LLC

5904 Six Forks Road
Suite 201
Raleigh, North Carolina 27609
Tel: 919-787-9725

About COPPERLEAF CAPITAL, LLC

COPPERLEAF CAPITAL, LLC, formally registered with the SEC as COPPERLEAF CAPITAL, LLC. The firm was established in 08/20/2014. They have over 2 offices throughout the country.

COPPERLEAF CAPITAL, LLC is a Raleigh, North Carolina based Financial Planning firm with nearly $255,083,380 assets under management, offering retirement planning & investment advisory services to 967 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117823
SEC#	801-80179
Assets Managed by Firm	$255,083,380
No. of Clients	967
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	967	$255,083,380
Individuals (other than high net worth individuals)	198	$51,512,656
High net worth individuals	97	$184,559,854
Corporations or other businesses	10	$6,958,961

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