# COPPERLEAF CAPITAL, LLC

COPPERLEAF CAPITAL, LLC of CLOVER, SC is an SEC-registered investment adviser.

## Registration

- CRD: 117823
- Type: SEC-registered investment adviser
- SEC file number: 801-80179
- Location: 4609 CHARLOTTE HWY, STE 5, CLOVER, SC, 29710
- Phone: 919-787-9725
- Latest filing: 2026-06-17
- Regulatory AUM: $281.6M
- Discretionary AUM: $268.9M
- Non-discretionary AUM: $12.7M
- Clients: 7
- Accounts: 521

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Ryan Gary Peterson | PRESIDENT, CHIEF COMPLIANCE OFFICER, AND MANAGING MEMBER | — |
| PETERSON RYAN GARY | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; PRESIDENT, CHIEF COMPLIANCE OFFICER, AND MANAGING MEMBER | — |
| HEATH JOHN RYAN | SENIOR VICE PRESIDENT AND MANAGING MEMBER; SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| MATHIS PENELOPE MACK | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117823/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117823/similar
- Related entities: https://search.stillhousedata.com/firm/117823/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117823

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.