{
  "crd_number": 117823,
  "slug": "copperleaf-capital-llc-clover-sc-117823",
  "primary_business_name": "COPPERLEAF CAPITAL, LLC",
  "legal_name": "COPPERLEAF CAPITAL, LLC",
  "dbas": [],
  "city": "Clover",
  "state": "SC",
  "country": "United States",
  "cbsa_code": "16740",
  "metro": {
    "cbsa_code": "16740",
    "common_name": "Charlotte",
    "msa_name": "Charlotte-Concord-Gastonia, NC-SC",
    "path": "/advisors/nc/charlotte"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-08-20",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-06-17",
  "carried_forward": false,
  "raum_total": 281643647.0,
  "raum_discretionary": 268900000.0,
  "raum_non_discretionary": 12743647.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 12743647.0,
      "count": 7,
      "description": "401(K) PLANS"
    },
    "individuals": {
      "raum": 78360000.0,
      "count": 199
    },
    "high_net_worth_individuals": {
      "raum": 183500000.0,
      "count": 98
    },
    "corporations_other_businesses": {
      "raum": 7040000.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "GA",
    "KS",
    "NC",
    "NH",
    "PA",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://copperleafcapital.com",
    "https://facebook.com/CopperLeafCapital",
    "https://youtube.com/@copperleafcapital5909"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117823",
  "city_as_filed": "CLOVER",
  "url": "https://advisorcensus.com/firm/copperleaf-capital-llc-clover-sc-117823",
  "display_name": "Copperleaf Capital, LLC",
  "summary": "Copperleaf Capital, LLC is an SEC-registered investment advisory firm in Clover, SC, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 17, 2026.",
  "citation": "AdvisorCensus. Copperleaf Capital, LLC (CRD 117823): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Copperleaf Capital, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Copperleaf Capital, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Copperleaf Capital, LLC located?",
      "a": "Copperleaf Capital, LLC's principal office is in Clover, SC, according to its Form ADV."
    },
    {
      "q": "Is Copperleaf Capital, LLC registered with the SEC or a state?",
      "a": "Copperleaf Capital, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 117823."
    },
    {
      "q": "How much does Copperleaf Capital, LLC manage?",
      "a": "Copperleaf Capital, LLC reports $281,643,647 in regulatory assets under management in its Form ADV filing dated June 17, 2026 (95% discretionary)."
    },
    {
      "q": "How have Copperleaf Capital, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Copperleaf Capital, LLC: Regulatory assets under management: $156,381,038 in the October 2021 data and $281,643,647 in the October 2026 data, up 80%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Copperleaf Capital, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (199); high net worth individuals (98); corporations or other businesses not listed above (10)."
    },
    {
      "q": "Which custodians does Copperleaf Capital, LLC use?",
      "a": "Copperleaf Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Alto Trust Co., Gemini Trust Company, LLC and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Copperleaf Capital, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/117823"
    },
    {
      "q": "Does Copperleaf Capital, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 17, 2026 says: \"We do not impose any account minimums.\""
    },
    {
      "q": "What changed in Copperleaf Capital, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $249,675,542 to $281,643,647 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 156381038.0,
      "total_employees": 7,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 179988797.0,
      "total_employees": 7,
      "filing_date": "2022-09-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 159978205.0,
      "total_employees": 7,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 185752112.0,
      "total_employees": 7,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 249675542.0,
      "total_employees": 8,
      "filing_date": "2025-06-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 281643647.0,
      "total_employees": 7,
      "filing_date": "2026-06-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $249,675,542 to $281,643,647 (+13%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in PA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 17, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not impose any account minimums."
        ]
      }
    ],
    "quotes": [
      "We do not impose any account minimums."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Alto Trust Co.",
      "name_as_filed": "ALTO TRUST CO.",
      "affiliated": false
    },
    {
      "name": "Gemini Trust Company, LLC",
      "name_as_filed": "GEMINI TRUST COMPANY, LLC",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/copperleaf-capital-llc-clover-sc-117823.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 199,
      "fewer_than_5": false,
      "raum": 78360000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 98,
      "fewer_than_5": false,
      "raum": 183500000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 10,
      "fewer_than_5": false,
      "raum": 7040000.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 7,
      "fewer_than_5": false,
      "raum": 12743647.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117823",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}