# CHARLES P. COPELAND, INC.

CHARLES P. COPELAND, INC. of REDLANDS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 121527
- Type: SEC-registered investment adviser
- SEC file number: 801-61704
- Location: 25809 BUSINESS CENTER DRIVE, SUITE F, REDLANDS, CA, 92374
- Phone: 909-799-8565
- Latest filing: 2011-08-25
- Regulatory AUM: $143.7M
- Discretionary AUM: $143.6M
- Non-discretionary AUM: $105K
- Clients: 1
- Accounts: 577

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| COPELAND CHARLES P | OWNER; VICE-PRESIDENT | — |
| MINNERLY JEANNE | SECRETARY | — |
| COPELAND CHARLES LAWRENCE | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| MINNERLY JEANNE CAROLE | SECRETARY/FINANCIAL ADVISOR | — |
| COPELAND CHARLES L | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121527/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121527/similar
- Related entities: https://search.stillhousedata.com/firm/121527/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121527

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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.