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Thomas C
Series 63, Series 65
Summerville, SC
C2G Capital Management LLC
Thomas Copeland Jr. is the sole advisor at C2G Capital Management LLC in Summerville, SC, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has managed C2G Capital Management and C2G Ltd Co since 2005. Outside of advising, he serves as president of C2G Ltd Co, a government services business, dedicating significant time mostly during non-trading hours, and his firm also operates a tax preparation business. C2G Capital Management provides financial planning, discretionary portfolio management, and pension consulting primarily for individual clients, retirement plans, trusts, and business entities. The firm employs a long-term buy-and-hold investment approach within an asset allocation framework, using mutual funds, ETFs, and variable annuity sub-accounts, with portfolios tailored to client goals and risk tolerance and monitored regularly.
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