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COPPERLEAF CAPITAL, LLC
CRD 117823File 801-80179
APPROVED
Retail clients
Custody
Filing as of Jun 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$281.6M
Below cohort median (national)
Discretionary AUM
$268.9M
Non-discretionary $12.7M
Clients
307
521 accounts
Employees
7
Below cohort median in SC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Aug 20, 2014
- Principal office
- 4609 CHARLOTTE HWY, STE 5, CLOVER, SC, 29710
- Phone
- 919-787-9725
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $281.6M
- Discretionary AUM
- $268.9M
- Non-discretionary AUM
- $12.7M
- Discretionary accounts
- 510
- Non-discretionary accounts
- 11
- Total accounts
- 521
- AUM per client
- $917K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $7.0M |
| High net worth individuals | 98 | $183.5M |
| Individuals (other than high net worth individuals) | 199 | $78.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 314 | 307 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.