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- Custodian
- Fidelity/NFS · Gemini Trust · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-24-2004
- Office Locations
- 4
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.
Team overview
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Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RYAN GARY PETERSON
Managing Member, President
- CRD
- #2206897
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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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 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q3 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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