Copperleaf Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$261,860,000
Clients
297
Advisors
4
of 7 employees
About
Copperleaf Capital provides advisory services to individuals, families, high‑net‑worth clients, retirement plans, charitable organizations, and businesses. Its service menu includes tailored financial planning, discretionary portfolio management, retirement plan consulting, implementation of insurance and annuity recommendations, and a digital currency management option.
The firm begins client engagements with a values‑based discovery process and produces a written financial plan and personal investment policy, using planning software and a dynamic dashboard to aggregate and stress‑test accounts. Investment implementation is driven by a set of model portfolios maintained in its trading system (Eclipse) that rely mainly on U.S. equities, government bonds, mutual funds and ETFs, guided by fundamental “Four Pillars” equity selection, third‑party research, and systematic sector signals, with at least quarterly account reviews.
What distinguishes Copperleaf from many peers is its integration with a broader financial services group: it is a subsidiary of Brookstone Capital Management and is connected through ownership to AmeriLife and related insurance marketing organizations, and several team members are licensed insurance agents whose sales are supported through IMO relationships. The firm also offers services that are less common for similarly sized advisers, including discretionary management of held‑away retirement accounts, access to Dimensional’s UMA program, a digital‑asset SMA program administered via Gemini/Alto, and a formal sub‑advisory/referral arrangement with another adviser.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fee ranging from $1,500 to $4,000 or more depending on client needs; billed annually.
$0+: 0.25% to 2.00% per year (negotiable) $0+: 0.35% to 2.00% per year (retirement plan consulting, negotiable) $0+: 1.00% to 2.50% per year (digital currency management)
Insurance products sold receive usual and customary commissions; commissions may be one-off or paid over time.
Main office
4609 Charlotte Hwy, Ste 5
Clover SC 29710
Advisors at this office
4
Most active in
California · Florida · Georgia · Kansas · New Hampshire · North Carolina · Pennsylvania · South Carolina · Texas · Virginia
Also doing business as
Copperleaf Capital, LLC · Philips Investments, Inc. · Wisdom & Wealth Solutions, Inc. · Wisdom & Wealth Solutions, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Colton S
CFP®, Series 66
Clover, SC
Copperleaf Capital, LLC
Colton Strawn is a CFP® professional with eight years of industry experience, currently serving at Copperleaf Capital, LLC. His prior experience includes roles at Fidelity Investments, The Vanguard Group, State Farm, and Uber and Lyft. Outside of advisory work, he is also licensed to sell health, disability, and life insurance products through an insurance agency. Copperleaf Capital provides financial advisory services to individuals, families, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm utilizes a values-based discovery process and model portfolios focused on U.S. equities, government bonds, mutual funds, and ETFs, offering services that include tailored financial planning, discretionary portfolio management, and digital currency management.
Peter R
Series 66
Clover, SC
Copperleaf Capital, LLC
Peter Ross is a financial advisor at Copperleaf Capital, LLC with five years of industry experience. He holds a Series 66 designation and has worked at Brookstone Wealth Advisors and Fidelity Investments. In addition to his advisory work, he is licensed to sell health and life insurance products through an insurance agency. Copperleaf Capital provides advisory services to individuals, families, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm uses a values-based discovery process and model portfolio-driven investment approach, offering services including financial planning, discretionary portfolio management, and digital currency management.
Ryan P
CFP®, ChFC®, Series 63, Series 65
Clover, SC
Copperleaf Capital, LLC
Ryan Peterson is a CFP® and ChFC® with 24 years of industry experience. He has been with Copperleaf Capital, LLC since 2004. In addition to his advisory role, he is licensed as an insurance producer, selling health, disability, and life insurance products, including Medicare Supplement insurance. Copperleaf Capital serves individual and high-net-worth families, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides financial planning, discretionary portfolio management, retirement plan consulting, insurance product implementation, and digital currency management, using a values-driven planning process and a combination of fundamental research, technical signals, and third-party sub-advisory management.
Brad P
CFP®, Series 63, Series 65
Clover, SC
Copperleaf Capital, LLC
Brad Playford is a CFP® with 18 years of industry experience and currently serves as an advisor at Copperleaf Capital, LLC. Prior to joining Copperleaf Capital in 2024, he held roles at The Vanguard Group for 16 years and has run multiple business ventures including Az Poker Tables, Top Shelf Bartenders, and The Playford Group. He is also licensed as an insurance producer, selling health, disability, and life insurance products. Copperleaf Capital provides advisory services to individuals, families, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm combines values-based financial planning with model portfolio-driven investment management, integrating insurance and digital asset options within a broader financial services group.
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