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| Copperleaf Capital LLC
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|---|---|
| CRD # | 117823 |
| SEC # | 801-80179 |
| CIK # | 0001802225 |
| AUM | 281.6 M (2026-06-17) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 919-787-9725 |
| Address | 4609 Charlotte Hwy Clover, SC 29710 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Bitcoin Trust | 34.9 | ||
| Fidelity Wise Origin Bitcoin Fund | 13.3 | ||
| B Riley Principal Merger Corp II | 3.6 | ||
| iShares Comex Gold Trust | 3.5 | ||
| Alphabet Inc | 3.3 | ||
| Amazon Com Inc | 3.2 | ||
| Microsoft Corp | 3.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.0 | ||
| Facebook Inc | 2.9 | ||
| J P Morgan Chase & Co | 2.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 199 | 78.4 |
| (b) Individuals (high net worth individuals) | 98 | 183.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 7.0 |
| (n) Other | 7 | 12.7 |
| Total | 521 | 281.6 |
| By Discretionary | ||
| Discretionary | 510 | 268.9 |
| Non-Discretionary | 11 | 12.7 |
| Total | 521 | 281.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 281.6 | |
| Total | 521 | 281.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802225] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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WMS Advisors LLC
✚
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