| Name | Title | Ownership | Since |
|---|---|---|---|
| Brookstone Capital Management Llc Control | Managing Member | Over 75% | 2024 |
| CC Next Gen, LLC Control | Managing Member | 10-25% | 2024 |
| Ryan Gary Peterson Control | President, Chief Compliance Officer, And Managing Member | Under 5% | 2008 |
Copperleaf Capital, LLC reports $249.7 million in regulatory assets under management on its Form ADV.
Copperleaf Capital, LLC reports 8 employees.
Copperleaf Capital, LLC is based in Concord, NC and has been SEC-registered since 2014.
Copperleaf Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 432 Copperfield Blvd NE, Ste 206, Concord, NC 28025-2427 |
| Phone | 919-787-9725 |
| Fax | 919-787-9727 |
| Office hours | 9:00 - 5:00 Mon-Thu, 9:00-12:00 Fri |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1802225 |
| Discloses disciplinary history | No |
| Discretionary | $238.4M |
| Non-discretionary | $11.3M |
| Total (RAUM) | $249.7M |