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Copperleaf Capital, LLC

EST. AUM
$281,643,647

CONTACTS

CLIENT ACCOUNTS
521

Firm Details

Metro area Charlotte
CRD Number 117823
Website copperleafcapital.com
Client types

Overview

Copperleaf Capital, LLC is an SEC-registered investment adviser founded through predecessor companies in 1986 and registered with the SEC in August 2015. The firm provides financial planning, portfolio management, retirement plan consulting, insurance-related planning, and digital currency management services. It became a subsidiary of Brookstone Capital Management, LLC in November 2024.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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