COPPERLEAF CAPITAL, LLC
CRD #117823 SEC #801-80179 CONCORD, NC 919-787-9725
SEC Registered
Total AUM
$249.7M
Discretionary
$238.4M
Employees
8
Clients
251
Accounts
957
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $249.7M | $238.4M | $11.3M | 8 | 0 |
| Sep 2025 | $249.7M | $238.4M | $11.3M | 8 | 0 |
| Jun 2025 | $249.7M | $238.4M | $11.3M | 8 | 0 |
| Mar 2025 | $249.7M | $238.4M | $11.3M | 8 | 0 |
| Jan 2025 | $255.1M | $243M | $12.1M | 8 | 0 |
| Dec 2024 | $255.1M | $243M | $12.1M | 8 | 0 |
| Mar 2024 | $185.8M | $171.7M | $14.1M | 7 | 0 |
| Mar 2023 | $160M | $149.4M | $10.6M | 7 | 0 |
| Dec 2022 | $180M | $169.4M | $10.6M | 7 | 0 |
| Sep 2022 | $180M | $169.4M | $10.6M | 7 | 0 |
| Mar 2022 | $197.9M | $180.7M | $17.2M | 9 | 0 |
| Dec 2021 | $156.4M | $141.7M | $14.7M | 8 | 0 |
| Mar 2021 | $156.4M | $141.7M | $14.7M | 7 | 0 |
| Sep 2020 | $145.2M | $130M | $15.2M | 7 | 0 |
| Jun 2020 | $145.2M | $130M | $15.2M | 9 | 0 |
| Jun 2020 | $145.2M | $130M | $15.2M | 9 | 0 |
| Mar 2020 | $145.2M | $130M | $15.2M | 9 | 0 |
| Dec 2019 | $198.4M | $114M | $84.3M | 8 | 0 |
| Sep 2019 | $198.4M | $114M | $84.3M | 8 | 0 |
| Jun 2019 | $198.4M | $114M | $84.3M | 8 | 0 |
| Feb 2019 | $198.4M | $114M | $84.3M | 8 | 0 |
| Dec 2018 | $200.7M | $118.8M | $81.9M | 7 | 0 |
| Jan 2018 | $200.7M | $118.8M | $81.9M | 7 | 0 |
| Nov 2017 | $179.5M | $109.4M | $70.2M | 6 | 0 |
| Mar 2017 | $179.5M | $109.4M | $70.2M | 6 | 1,300 |
| Mar 2017 | $179.5M | $109.4M | $70.2M | 6 | 1,300 |
| Mar 2017 | $179.5M | $109.4M | $70.2M | 6 | 1,300 |
| Dec 2016 | $162.3M | $100.1M | $62.2M | 5 | 1,300 |
| Sep 2016 | $162.3M | $100.1M | $62.2M | 5 | 1,300 |
| Aug 2016 | $162.3M | $100.1M | $62.2M | 5 | 1,300 |
| May 2016 | $162.3M | $100.1M | $62.2M | 5 | 1,300 |
| Mar 2016 | $162.3M | $100.1M | $62.2M | 5 | 1,300 |
| May 2015 | $130.2M | $70.6M | $59.5M | 5 | 1,100 |
| Mar 2015 | $130.2M | $70.6M | $59.5M | 5 | 1,100 |
| Jul 2014 | $113.8M | $67.4M | $46.3M | 4 | 700 |
DateNov 2025
Total AUM$249.7M
Discretionary$238.4M
Non-Disc.$11.3M
Employees8
Clients0
DateSep 2025
Total AUM$249.7M
Discretionary$238.4M
Non-Disc.$11.3M
Employees8
Clients0
DateJun 2025
Total AUM$249.7M
Discretionary$238.4M
Non-Disc.$11.3M
Employees8
Clients0
DateMar 2025
Total AUM$249.7M
Discretionary$238.4M
Non-Disc.$11.3M
Employees8
Clients0
DateJan 2025
Total AUM$255.1M
Discretionary$243M
Non-Disc.$12.1M
Employees8
Clients0
DateDec 2024
Total AUM$255.1M
Discretionary$243M
Non-Disc.$12.1M
Employees8
Clients0
DateMar 2024
Total AUM$185.8M
Discretionary$171.7M
Non-Disc.$14.1M
Employees7
Clients0
DateMar 2023
Total AUM$160M
Discretionary$149.4M
Non-Disc.$10.6M
Employees7
Clients0
DateDec 2022
Total AUM$180M
Discretionary$169.4M
Non-Disc.$10.6M
Employees7
Clients0
DateSep 2022
Total AUM$180M
Discretionary$169.4M
Non-Disc.$10.6M
Employees7
Clients0
DateMar 2022
Total AUM$197.9M
Discretionary$180.7M
Non-Disc.$17.2M
Employees9
Clients0
DateDec 2021
Total AUM$156.4M
Discretionary$141.7M
Non-Disc.$14.7M
Employees8
Clients0
DateMar 2021
Total AUM$156.4M
Discretionary$141.7M
Non-Disc.$14.7M
Employees7
Clients0
DateSep 2020
Total AUM$145.2M
Discretionary$130M
Non-Disc.$15.2M
Employees7
Clients0
DateJun 2020
Total AUM$145.2M
Discretionary$130M
Non-Disc.$15.2M
Employees9
Clients0
DateJun 2020
Total AUM$145.2M
Discretionary$130M
Non-Disc.$15.2M
Employees9
Clients0
DateMar 2020
Total AUM$145.2M
Discretionary$130M
Non-Disc.$15.2M
Employees9
Clients0
DateDec 2019
Total AUM$198.4M
Discretionary$114M
Non-Disc.$84.3M
Employees8
Clients0
DateSep 2019
Total AUM$198.4M
Discretionary$114M
Non-Disc.$84.3M
Employees8
Clients0
DateJun 2019
Total AUM$198.4M
Discretionary$114M
Non-Disc.$84.3M
Employees8
Clients0
DateFeb 2019
Total AUM$198.4M
Discretionary$114M
Non-Disc.$84.3M
Employees8
Clients0
DateDec 2018
Total AUM$200.7M
Discretionary$118.8M
Non-Disc.$81.9M
Employees7
Clients0
DateJan 2018
Total AUM$200.7M
Discretionary$118.8M
Non-Disc.$81.9M
Employees7
Clients0
DateNov 2017
Total AUM$179.5M
Discretionary$109.4M
Non-Disc.$70.2M
Employees6
Clients0
DateMar 2017
Total AUM$179.5M
Discretionary$109.4M
Non-Disc.$70.2M
Employees6
Clients1,300
DateMar 2017
Total AUM$179.5M
Discretionary$109.4M
Non-Disc.$70.2M
Employees6
Clients1,300
DateMar 2017
Total AUM$179.5M
Discretionary$109.4M
Non-Disc.$70.2M
Employees6
Clients1,300
DateDec 2016
Total AUM$162.3M
Discretionary$100.1M
Non-Disc.$62.2M
Employees5
Clients1,300
DateSep 2016
Total AUM$162.3M
Discretionary$100.1M
Non-Disc.$62.2M
Employees5
Clients1,300
DateAug 2016
Total AUM$162.3M
Discretionary$100.1M
Non-Disc.$62.2M
Employees5
Clients1,300
DateMay 2016
Total AUM$162.3M
Discretionary$100.1M
Non-Disc.$62.2M
Employees5
Clients1,300
DateMar 2016
Total AUM$162.3M
Discretionary$100.1M
Non-Disc.$62.2M
Employees5
Clients1,300
DateMay 2015
Total AUM$130.2M
Discretionary$70.6M
Non-Disc.$59.5M
Employees5
Clients1,100
DateMar 2015
Total AUM$130.2M
Discretionary$70.6M
Non-Disc.$59.5M
Employees5
Clients1,100
DateJul 2014
Total AUM$113.8M
Discretionary$67.4M
Non-Disc.$46.3M
Employees4
Clients700