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Copper Leaf Financial, LLC

Copper Leaf Financial, LLC. CRD 285378

Copper Leaf Financial, LLC logo

CRD: 285378

Copper Leaf Financial, LLC

Williston, VT, 05495
8028782731
copperleaffinancial.com
$219.6M Total AUM
$219.6M Disc. AUM
-- 3Y CAGR
4 Employees
165 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Vanguard
Clients
Retail and Institutional
Platforms
VertexSignal +more
Established Date
12-27-2016
Office Locations
1

Office Locations

33 Blair Park Road Suite 203 Williston VT

About Copper Leaf Financial, LLC

Copper Leaf Financial, LLC (Williston, VT) provides holistic financial planning and ongoing investment management built around a customized wealth management plan. The team includes CFP professionals and is a NAPFA member operating under a fiduciary standard. The firm works with individuals and business owners/entrepreneurs on portfolio construction alongside retirement, tax, and estate-planning coordination, and often custodies with Schwab and Fidelity. Known for frequent virtual townhalls/webinars and public podcast/YouTube content.

Team overview

27 AVG AGE
$54.9M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
7.5 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Crest pathway Value foundation Optima peak Vertex value Vital

Client Personas

Timber zenith Horizon

Custodian

Prime radial Wave alpha Frontier peak Matrix Delta prime Wave Delta Momentum summit Glacier radial Vital Foundation Ridge vital Foundation

Fund Managers

Peak Summit peak

Investment Themes

Prime vital Fusion meridian Eagle Vertex Delta meridian Peak Peak prime

Investment Vehicles

Crest

Platform

Insight

Services

Atlas Frontier Glacier crest Meridian Eagle bridge Beacon Vital vertex Optima eagle Unison Element Atlas Delta wave Frontier timber

Technology

Quantum quantum Radial beacon Ember

Owner & Executives

JOHN WENTLING DAVIS

JOHN WENTLING DAVIS

Partner

CRD
#4307361
Ownership
75% or more
(829) 260-9999
north.quantum@eaglecapital.com
in linkedin.com/in/element-meridian
B

BRET LYN HODGDON

Chief Compliance Officer, Partner

CRD
#5605497
Ownership
25% but less than 50%
(630) 798-4440
momentum.summit@valuecapital.com
in linkedin.com/in/vertex-oak

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Contacts

BREANNA SYKES

BREANNA SYKES

Wealth Advisor

CRD
#6682801
(758) 733-8258
value.momentum@frontiercapital.com
in linkedin.com/in/meridian-oak
JACQUELYN MICHELE THIBEAULT

JACQUELYN MICHELE THIBEAULT

Associate Wealth Advisor

CRD
#7373551
(850) 883-1317
element.wave@insightcapital.com
in linkedin.com/in/capital-signal

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-08-2022
08-14-2023
05-09-2024
08-25-2025
02-23-2026
Category Assets AVG. Account size
Discretionary $219,554,121 $397,743
Non-Discretionary $0 --
Total $219,554,121 $397,743

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Separately Managed Accounts

Total SMA Asset: $219,554,121

$219.6M Total SMA
Public Funds:
32.9%
Cash:
6.9%
Equity - Exchange:
32.4%
Municipal Bonds:
8.8%
U.S. Government/Agency:
19.0%
Asset class Assets Assets %
Public Funds $1,255,144,122 32.9%
Cash $263,236,913 6.9%
Equity - Exchange $1,236,068,983 32.4%
Municipal Bonds $335,722,440 8.8%
U.S. Government/Agency $724,855,268 19.0%
Total $3,815,027,726 100.0%

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