COPPERLEAF CAPITAL, LLC

CRD #117823 SEC #801-80179 CONCORD, NC 919-787-9725

SEC Registered

Total AUM

$249.7M

Discretionary

$238.4M

Employees

Clients

251

Accounts

957

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Nov 18, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
MATHIS, PENELOPE, MACK	I	CHIEF COMPLIANCE OFFICER	NA	Control
PETERSON, RYAN, GARY	I	PRESIDENT, CHIEF COMPLIANCE OFFICER, AND MANAGING MEMBER	NA	Control
PETERSON, RYAN, GARY	I	PRESIDENT, CHIEF COMPLIANCE OFFICER, AND MANAGING MEMBER	NA	Control
PETERSON, RYAN, GARY	I	PRESIDENT, CHIEF COMPLIANCE OFFICER, AND MANAGING MEMBER	NA	Control
PETERSON, RYAN, GARY	I	PRESIDENT, CHIEF COMPLIANCE OFFICER, AND MANAGING MEMBER	NA	Control
PETERSON, RYAN, GARY	I	PRESIDENT, CHIEF COMPLIANCE OFFICER, AND MANAGING MEMBER	NA	Control
PETERSON, RYAN, GARY	I	PRESIDENT, CHIEF COMPLIANCE OFFICER, AND MANAGING MEMBER	NA	Control
BROOKSTONE CAPITAL MANAGEMENT LLC	DE	MANAGING MEMBER	E	Control
BROOKSTONE CAPITAL MANAGEMENT LLC	DE	MANAGING MEMBER	E	Control
BROOKSTONE CAPITAL MANAGEMENT LLC	DE	MANAGING MEMBER	E	Control
BROOKSTONE CAPITAL MANAGEMENT LLC	DE	MANAGING MEMBER	E	Control
BROOKSTONE CAPITAL MANAGEMENT LLC	DE	MANAGING MEMBER	E	Control
BROOKSTONE CAPITAL MANAGEMENT LLC	DE	MANAGING MEMBER	E	Control
PETERSON, RYAN, GARY	I	PRESIDENT	E	Control
PETERSON, RYAN, GARY	I	PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
PETERSON, RYAN, GARY	I	PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
PETERSON, RYAN, GARY	I	PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
PETERSON, RYAN, GARY	I	PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
PETERSON, RYAN, GARY	I	PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	E	Control
HEATH, JOHN, RYAN	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	D	Control
HEATH, JOHN, RYAN	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	D	Control
HEATH, JOHN, RYAN	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	D	Control
HEATH, JOHN, RYAN	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	D	Control
HEATH, JOHN, RYAN	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	D	Control
HEATH, JOHN, RYAN	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	D	Control
HEATH, JOHN, RYAN	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	D	Control
HEATH, JOHN, RYAN	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	D	Control
HEATH, JOHN, RYAN	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	D	Control
HEATH, JOHN, RYAN	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	D	Control
HEATH, JOHN, RYAN	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	D	Control
HEATH, JOHN, RYAN	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	D	Control
HEATH, JOHN, RYAN	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	D	Control
HEATH, JOHN, RYAN	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	D	Control
HEATH, JOHN, RYAN	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	D	Control
HEATH, JOHN, RYAN	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	D	Control
PETERSON, RYAN, GARY	I	PRESIDENT	D	Control
PETERSON, RYAN, GARY	I	PRESIDENT	D	Control
PETERSON, RYAN, GARY	I	PRESIDENT	D	Control
PETERSON, RYAN, GARY	I	PRESIDENT	D	Control
PETERSON, RYAN, GARY	I	PRESIDENT	D	Control
PETERSON, RYAN, GARY	I	PRESIDENT	D	Control
PETERSON, RYAN, GARY	I	PRESIDENT	D	Control
PETERSON, RYAN, GARY	I	PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
PETERSON, RYAN, GARY	I	PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
PETERSON, RYAN, GARY	I	PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
PETERSON, RYAN, GARY	I	PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
PETERSON, RYAN, GARY	I	PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
PETERSON, RYAN, GARY	I	PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
PETERSON, RYAN, GARY	I	PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
PETERSON, RYAN, GARY	I	PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
PETERSON, RYAN, GARY	I	PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
PETERSON, RYAN, GARY	I	PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
PETERSON, RYAN, GARY	I	PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
PETERSON, RYAN, GARY	I	PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
PETERSON, RYAN, GARY	I	PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
PETERSON, RYAN, GARY	I	PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
PETERSON, RYAN, GARY	I	PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
PETERSON, RYAN, GARY	I	PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
PETERSON, RYAN, GARY	I	PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
HEATH, JOHN, RYAN	I	SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
HEATH, JOHN, RYAN	I	SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
HEATH, JOHN, RYAN	I	SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
HEATH, JOHN, RYAN	I	SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
HEATH, JOHN, RYAN	I	SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
HEATH, JOHN, RYAN	I	SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
HEATH, JOHN, RYAN	I	SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
HEATH, JOHN, RYAN	I	SENIOR VICE PRESIDENT AND MANAGING MEMBER	C	Control
CC NEXT GEN, LLC	DE	MANAGING MEMBER	B	Control
CC NEXT GEN, LLC	DE	MANAGING MEMBER	B	Control
CC NEXT GEN, LLC	DE	MANAGING MEMBER	B	Control
CC NEXT GEN, LLC	DE	MANAGING MEMBER	B	Control
CC NEXT GEN, LLC	DE	MANAGING MEMBER	B	Control
CC NEXT GEN, LLC	DE	MANAGING MEMBER	B	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
ACCELERATE BUYER, LLC	DE	AMERILIFE HOLDINGS LLC	E	Control
ACCELERATE INTERMEDIATE HOLDINGS 1, LLC	DE	ACCELERATE BUYER, LLC	E	Control
ACCELERATE INTERMEDIATE HOLDINGS 2, LLC	DE	ACCELERATE INTERMEDIATE HOLDINGS 1, LLC	E	Control
ACCELERATE TOPCO HOLDINGS, LLC	DE	ACCELERATE INTERMEDIATE HOLDINGS 2, LLC	E	Control
AL BCM, LLC	DE	BROOKSTONE CAPITAL MANAGEMENT LLC	E	Control
AL MARKETING, LLC	DE	AL BCM, LLC	E	Control
AMERILIFE GROUP, LLC	DE	AL MARKETING, LLC	E	Control
AMERILIFE HOLDINGS LLC	DE	AMERILIFE MIDCO LLC	E	Control
AMERILIFE MIDCO LLC	DE	AMERILIFE GROUP, LLC	E	Control
GENSTAR CAPITAL PARTNERS X, L.P.	DE	ACCELERATE TOPCO HOLDINGS, LLC	C	Control

Registrations

Federal

Nov 18, 2025 REGISTERED

Notice Filings (19)

AL AR CA CO FL GA KS LA MO NC NE NH NM OH PA SC TX VA WV

Address

432 COPPERFIELD BLVD NE
STE 206
CONCORD, NC 28025-2427
United States

Phone: 919-787-9725