This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Gemini Trust · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-24-2004
- Office Locations
- 3
Office Locations
About Copperleaf Capital, LLC
Copperleaf Capital, LLC is a Concord, NC RIA offering goal-based financial planning and asset management, including income planning, investment, tax, and legacy planning. The firm’s portfolios primarily use public funds and ETFs, with some use of private funds; it also lists activity in areas like cryptocurrency and private equity/private placements. A notable differentiator for distribution is its use of Riskalyze “Risk Number” profiling and the team’s Life.Perfected planning book.
Reported data analysis
What the numbers show
Between November 18, 2025 and June 17, 2026, reported AUM increased 12.8%, from $249.7M to $281.6M.
Across 5 reported observations, AUM increased 56.5% between December 9, 2022 and June 17, 2026, from $180.0M to $281.6M.
Of the latest reported AUM, 95.5% is discretionary and 4.5% is non-discretionary.
The firm reports 4 advisory representatives and 314 clients, or 78.5 clients per representative. That equates to $897.0K in reported AUM per client.
The profile lists 3 reported office locations and 22 years in operation. The source data was last updated on June 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Copperleaf Capital, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Copperleaf Capital, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RYAN GARY PETERSON
Managing Member, President
- CRD
- #2206897
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
Christine MacMathis
Operations
- CRD
- --
Ryan D Peterson
--
- CRD
- #6160347
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $268,900,000 | $527,255 |
| Non-Discretionary | $12,743,647 | $1,158,513 |
| Total | $281,643,647 | $540,583 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Copperleaf Capital, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2025
Review the latest reported holdings
Copperleaf Capital, LLC's 13F holdings detail is available for Q3 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing