COPPER LEAF FINANCIAL, LLC

Overview

Copper Leaf Financial, LLC is an independent registered investment adviser that began SEC registration in 2021 and operates as a capital allocator for both high-net-worth individuals and institutional clients. The firm structures relationships across fee models — percentage of assets under management, hourly engagements and fixed fees — and provides a mix of financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting and manager selection services. Filings indicate a preference for managed, pooled public vehicles for core exposures rather than heavy direct-equity trading, and the adviser is not positioned as an ESG-focused manager. The business is owned by an individual and operates as a limited liability company. Copper Leaf positions itself to act as a selector of outside managers when appropriate, which complements its in-house discretionary work and supports allocations to external alternative managers where clients need access to real estate or other non-public strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices