Brookstone Recruits $186M Raleigh (NC) RIA Copperleaf Capital

Raleigh, NC-based RIA Copperleaf Capital has agreed to affiliate with AmeriLife Group subsidiary Brookstone Capital Management under its AmeriLife Wealth Group Umbrella. 

According to its most recent Form ADV filing, Copperleaf employs a team of three advisors and four support staff managing nearly $186M in assets for 281 clients, including 89 high-net-worth individuals. The firm is led by President and Chief Compliance Officer Ryan Gary Peterson, who founded Copperleaf in 2004 after starting his career as an advisor with Metlife Securities in 2001. 

Terms of the agreement between Brookstone and Copperleafe were not disclosed.

Source: https://www.accesswire.com/946763/copperleaf-capital-llc-partners-with-amerilifes-brookstone-capital-management