Copperleaf Capital is an investment advisor in Raleigh with $179.99 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
472687350
SEC advisor number
801-80179
FINRA CRD number
117823
AUM ?
$185.75 mm
(as of 27 Mar 24)
Accounts
893
(as of 27 Mar 24)
Employees
7
(3 investment advisory or research)
Address
Copperleaf Capital
5904 SIX FORKS ROAD
SUITE 201
RALEIGH
NC 27609
5904 SIX FORKS ROAD
SUITE 201
RALEIGH
NC 27609
Phone
919-787-9725
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21