Copperleaf Capital, Llc
SEC-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 117823
· SEC file 801-80179
· Clover, SC
· www.youtube.com
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ADV data as of Jun 17, 2026
- Regulatory AUM
- $282M
- Discretionary
- $269M
- Clients
- 314
- Avg AUM / client
- $897K
- Accounts
- 521
- Employees
- 7
AUM over time
$114M
$282M
Jul 2014
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 17, 2026
Investments (13F portfolio — 114 positions, $208,600,206)
13F period Sep 30, 2025| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Bitcoin Trust Etf | SHS BEN INT | $34,875,872 | 536,552 | 16.7% | 12.4% |
| 2 | Fidelity Wise Origin Bitcoin | SHS | $13,341,500 | 133,669 | 6.4% | 4.74% |
| 3 | Calamos Etf Tr | CALLMOS BIT STRU | $6,953,811 | 266,056 | 3.33% | 2.47% |
| 4 | Dimensional Etf Trust | US CORE EQUITY 2 | $6,145,668 | 159,338 | 2.95% | 2.18% |
| 5 | Dimensional Etf Trust | US CORE EQUITY 1 | $5,468,067 | 76,009 | 2.62% | 1.94% |
| 6 | Ishares Tr | CORE S&P500 ETF | $5,334,145 | 7,970 | 2.56% | 1.89% |
| 7 | Ishares Tr | EAFE VALUE ETF | $5,177,130 | 76,325 | 2.48% | 1.84% |
| 8 | Ishares Tr | CORE TOTAL USD | $4,873,774 | 104,341 | 2.34% | 1.73% |
| 9 | Ishares Tr | MSCI USA QLT FCT | $4,509,638 | 23,186 | 2.16% | 1.6% |
| 10 | Blackrock Etf Trust | ISHARES US EQUIT | $4,334,603 | 73,220 | 2.08% | 1.54% |
| 11 | Ishares Tr | S&P 500 GRWT ETF | $4,290,384 | 35,540 | 2.06% | 1.52% |
| 12 | Eos Energy Enterprises Inc | COM CL A | $3,647,078 | 320,200 | 1.75% | 1.29% |
| 13 | Ishares Tr | S&P 500 VAL ETF | $3,570,856 | 17,291 | 1.71% | 1.27% |
| 14 | Ishares Gold Tr | ISHARES NEW | $3,483,285 | 47,867 | 1.67% | 1.24% |
| 15 | Dimensional Etf Trust | INTL CORE EQUITY | $3,380,442 | 103,094 | 1.62% | 1.2% |
| 16 | Alphabet Inc | CAP STK CL A | $3,345,768 | 13,763 | 1.6% | 1.19% |
| 17 | Amazon Com Inc | COM | $3,177,776 | 14,473 | 1.52% | 1.13% |
| 18 | Microsoft Corp | COM | $3,132,755 | 6,048 | 1.5% | 1.11% |
| 19 | Vanguard Index Fds | S&P 500 ETF SHS | $3,109,218 | 5,077 | 1.49% | 1.1% |
| 20 | Ishares Inc | CORE MSCI EMKT | $2,995,676 | 45,444 | 1.44% | 1.06% |
| 21 | Taiwan Semiconductor Mfg Ltd | SPONSORED ADS | $2,952,255 | 10,571 | 1.42% | 1.05% |
| 22 | Meta Platforms Inc | CL A | $2,857,075 | 3,890 | 1.37% | 1.01% |
| 23 | Vanguard Index Fds | TOTAL STK MKT | $2,566,101 | 7,819 | 1.23% | 0.91% |
| 24 | Ishares Tr | S&P 100 ETF | $2,379,993 | 7,151 | 1.14% | 0.85% |
| 25 | Invesco Qqq Tr | UNIT SER 1 | $2,177,280 | 3,627 | 1.04% | 0.77% |
Top 25 of 114 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 199 | $78.4M | 27.8% |
| High net worth individuals | 98 | $184M | 65.2% |
| Corporations and other businesses | 10 | $7.0M | 2.5% |
| Other | 7 | $12.7M | 4.52% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ryan Gary Peterson | President, Chief Compliance Officer, And Managing Member | CFP Chartered Financial Consultant | Mar 2004 (22y) | Less than 5% |
| Peter Allen Ross | Registered representative | Jan 2022 (5y) | ||
| Colton Taylor Strawn | Registered representative | CFP | Mar 2022 (4y) | |
| Brad Jeffery Playford | Registered representative | CFP | Jul 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Brookstone Capital Management Llc | Managing Member | Nov 2024 | A | 75% or more |
| Cc Next Gen, Llc | Managing Member | Nov 2024 | A | 10% – 25% |
| Al Bcm, Llc | Shareholder | Jul 2019 | B | ≈ 56.25% – 100% via Brookstone Capital Management Llc |
| Al Marketing, Llc | Shareholder | Mar 2020 | B | ≈ 42.19% – 100% via Al Bcm, Llc |
| Amerilife Group, Llc | Shareholder | Jul 2019 | B | ≈ 31.64% – 100% via Al Marketing, Llc |
| Amerilife Midco Llc | Shareholder | Jul 2019 | B | ≈ 23.73% – 100% via Amerilife Group, Llc |
| Amerilife Holdings Llc | Shareholder | Jul 2019 | B | ≈ 17.8% – 100% via Amerilife Midco Llc |
| Accelerate Buyer, Llc | Shareholder | Mar 2020 | B | ≈ 13.35% – 100% via Amerilife Holdings Llc |
| Accelerate Intermediate Holdings 1, Llc | Shareholder | Mar 2020 | B | ≈ 10.01% – 100% via Accelerate Buyer, Llc |
| Accelerate Intermediate Holdings 2, Llc | Shareholder | Mar 2020 | B | ≈ 7.51% – 100% via Accelerate Intermediate Holdings 1, Llc |
| Accelerate Topco Holdings, Llc | Shareholder | Mar 2020 | B | ≈ 5.63% – 100% via Accelerate Intermediate Holdings 2, Llc |
| Genstar Capital Partners X, L.P. | Shareholder | Aug 2022 | B | ≈ 1.41% – 50% via Accelerate Topco Holdings, Llc |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Al Bcm, Llc: 75% – 100% of Brookstone Capital Management Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Al Marketing, Llc: 75% – 100% of Al Bcm, Llc × 75% – 100% of Brookstone Capital Management Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Amerilife Group, Llc: 75% – 100% of Al Marketing, Llc × 75% – 100% of Al Bcm, Llc × 75% – 100% of Brookstone Capital Management Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Amerilife Midco Llc: 75% – 100% of Amerilife Group, Llc × 75% – 100% of Al Marketing, Llc × 75% – 100% of Al Bcm, Llc × 75% – 100% of Brookstone Capital Management Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Amerilife Holdings Llc: 75% – 100% of Amerilife Midco Llc × 75% – 100% of Amerilife Group, Llc × 75% – 100% of Al Marketing, Llc × 75% – 100% of Al Bcm, Llc × 75% – 100% of Brookstone Capital Management Llc × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Accelerate Buyer, Llc: 75% – 100% of Amerilife Holdings Llc × 75% – 100% of Amerilife Midco Llc × 75% – 100% of Amerilife Group, Llc × 75% – 100% of Al Marketing, Llc × 75% – 100% of Al Bcm, Llc × 75% – 100% of Brookstone Capital Management Llc × 75% – 100% direct ≈ 13.35% – 100% of the firm
- Accelerate Intermediate Holdings 1, Llc: 75% – 100% of Accelerate Buyer, Llc × 75% – 100% of Amerilife Holdings Llc × 75% – 100% of Amerilife Midco Llc × 75% – 100% of Amerilife Group, Llc × 75% – 100% of Al Marketing, Llc × 75% – 100% of Al Bcm, Llc × 75% – 100% of Brookstone Capital Management Llc × 75% – 100% direct ≈ 10.01% – 100% of the firm
- Accelerate Intermediate Holdings 2, Llc: 75% – 100% of Accelerate Intermediate Holdings 1, Llc × 75% – 100% of Accelerate Buyer, Llc × 75% – 100% of Amerilife Holdings Llc × 75% – 100% of Amerilife Midco Llc × 75% – 100% of Amerilife Group, Llc × 75% – 100% of Al Marketing, Llc × 75% – 100% of Al Bcm, Llc × 75% – 100% of Brookstone Capital Management Llc × 75% – 100% direct ≈ 7.51% – 100% of the firm
- Accelerate Topco Holdings, Llc: 75% – 100% of Accelerate Intermediate Holdings 2, Llc × 75% – 100% of Accelerate Intermediate Holdings 1, Llc × 75% – 100% of Accelerate Buyer, Llc × 75% – 100% of Amerilife Holdings Llc × 75% – 100% of Amerilife Midco Llc × 75% – 100% of Amerilife Group, Llc × 75% – 100% of Al Marketing, Llc × 75% – 100% of Al Bcm, Llc × 75% – 100% of Brookstone Capital Management Llc × 75% – 100% direct ≈ 5.63% – 100% of the firm
- Genstar Capital Partners X, L.P.: 25% – 50% of Accelerate Topco Holdings, Llc × 75% – 100% of Accelerate Intermediate Holdings 2, Llc × 75% – 100% of Accelerate Intermediate Holdings 1, Llc × 75% – 100% of Accelerate Buyer, Llc × 75% – 100% of Amerilife Holdings Llc × 75% – 100% of Amerilife Midco Llc × 75% – 100% of Amerilife Group, Llc × 75% – 100% of Al Marketing, Llc × 75% – 100% of Al Bcm, Llc × 75% – 100% of Brookstone Capital Management Llc × 75% – 100% direct ≈ 1.41% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/17/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $228M (81% of AUM) Jun 2026
- Great West Trust Company, Llc $55.5M (28% of AUM) Dec 2019
- Plan Administrators, Inc. $12.8M (6% of AUM) Dec 2018
- Pai Trust Company, Inc. $11.7M (6% of AUM) Dec 2019
- Gemini Trust Company $3.3M (1% of AUM) Jun 2026
- Lt Trust Company $304K (0% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 17, 2026.
View current Form ADV (SEC/IAPD) ↗