COPPERLEAF CAPITAL, LLC

RALEIGH, North Carolina·1 registered advisor·CRD# 117823
SEC# 801-801791919-787-9725
01

Firm Overview

AUM
$255M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at COPPERLEAF CAPITAL, LLC

1 registered advisor
Ryan Gary Peterson
RALEIGH, North Carolina
05

Office Locations

RALEIGH, North Carolina
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. COPPERLEAF CAPITAL, LLC (CRD# 117823) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.