Copper Leaf Financial, Llc
- Regulatory AUM
- $220M
- Discretionary
- $220M
- Clients
- 155
- Avg AUM / client
- $1.4M
- Accounts
- 552
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 59 | $36.8M | 16.8% |
| High net worth individuals | 78 | $180M | 81.9% |
| Charitable organizations | 18 | $2.9M | 1.32% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bret Lyn Hodgdon | Chief Compliance Officer, Shareholder | CFP | Mar 2015 (11y) | 25% – 50% |
| John Wentling Davis | Shareholder | CFP | Mar 2015 (11y) | 75% or more |
| Breanna Sykes | Registered representative | CFP | Aug 2020 (6y) | |
| Jacquelyn Michele Thibeault | Registered representative | May 2021 (5y) |
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) | 02/23/2026 | 978 KB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $150M (68% of AUM) Feb 2026
- Charles Schwab & Co. $69.1M (31% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Feb 23, 2026.
View current Form ADV (SEC/IAPD) ↗