COPPERLEAF CAPITAL, LLC
SEC Form ADV profile.
Total regulatory AUM
$281,643,647
Discretionary
$268,900,000
Non-discretionary
$12,743,647
Firm details
- CRD number
- 117823
- SEC file number
- 801-80179
- Main office
- CLOVER, SC, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.