# Copperleaf Capital, LLC

> 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.

- CRD: 117823
- Filed as: COPPERLEAF CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Clover, SC
- Filing period: October 2026
- Form ADV filing dated: June 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117823
- AdvisorCensus page: https://advisorcensus.com/firm/copperleaf-capital-llc-clover-sc-117823

## Quick answers

**How is Copperleaf Capital, LLC compensated?**
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).

**Where is Copperleaf Capital, LLC located?**
Copperleaf Capital, LLC's principal office is in Clover, SC, according to its Form ADV.

**Is Copperleaf Capital, LLC registered with the SEC or a state?**
Copperleaf Capital, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 117823.

**How much does Copperleaf Capital, LLC manage?**
Copperleaf Capital, LLC reports $281,643,647 in regulatory assets under management in its Form ADV filing dated June 17, 2026 (95% discretionary).

**How have Copperleaf Capital, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Copperleaf Capital, LLC serve?**
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).

**Which custodians does Copperleaf Capital, LLC use?**
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.

**Does Copperleaf Capital, LLC report any disciplinary disclosures?**
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

**Does Copperleaf Capital, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 17, 2026 says: "We do not impose any account minimums."

**What changed in Copperleaf Capital, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $249,675,542 to $281,643,647 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 17, 2026)

- Account minimum: None

> We do not impose any account minimums.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Alto Trust Co.
- Gemini Trust Company, LLC
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $281,643,647
- Discretionary: $268,900,000
- Non-discretionary: $12,743,647

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 199 | $78,360,000 |
| High net worth individuals | 98 | $183,500,000 |
| Corporations or other businesses not listed above | 10 | $7,040,000 |
| Other | 7 | $12,743,647 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, KS, NC, NH, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- copperleafcapital.com
- Facebook @CopperLeafCapital
- YouTube @copperleafcapital5909

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $156,381,038 | 7 | March 31, 2021 |
| October 2022 | $179,988,797 | 7 | September 30, 2022 |
| October 2023 | $159,978,205 | 7 | March 30, 2023 |
| October 2024 | $185,752,112 | 7 | March 27, 2024 |
| October 2025 | $249,675,542 | 8 | June 23, 2025 |
| October 2026 | $281,643,647 | 7 | June 17, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $249,675,542 to $281,643,647 (+13%).

### December 2025
- Registered or notice-filed in PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Copperleaf Capital, LLC (CRD 117823): Form ADV filing data as of October 2026.