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COPPERLEAF CAPITAL, LLC
CRD 117823File 801-80179
APPROVED
Retail clients
Custody
Filing as of Jun 17, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 314 | 307 | decreased by7 |
| Apr 1, 2026 | Employees | 8 | 7 | decreased by1 |
| Apr 1, 2026 | AUM | $249,675,542 | $281,643,647 | increased by$31,968,105 |
| Apr 1, 2026 | Accounts | 957 | 521 | decreased by436 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 8 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 207 | 314 | increased by107 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $179,988,797 | $249,675,542 | increased by$69,686,745 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 666 | 957 | increased by291 |
| Oct 1, 2022 | Employees | 9 | 7 | decreased by2 |
| Oct 1, 2022 | Clients | 196 | 207 | increased by11 |
| Oct 1, 2022 | AUM | $197,891,353 | $179,988,797 | decreased by$17,902,556 |
| Oct 1, 2022 | Accounts | 652 | 666 | increased by14 |
| Apr 1, 2022 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2022 | Clients | 170 | 196 | increased by26 |
| Apr 1, 2022 | AUM | $156,381,038 | $197,891,353 | increased by$41,510,315 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COPPERLEAF CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COPPERLEAF CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.