# COPPER LEAF FINANCIAL, LLC

COPPER LEAF FINANCIAL, LLC of WILLISTON, VT is an SEC-registered investment adviser.

## Registration

- CRD: 285378
- Type: SEC-registered investment adviser
- SEC file number: 801-120617
- Location: 33 BLAIR PARK ROAD, SUITE 203, WILLISTON, VT, 05495
- Phone: 802-878-2731
- Latest filing: 2026-02-23
- Regulatory AUM: $219.6M
- Discretionary AUM: $219.6M
- Clients: 4
- Accounts: 552

## Business model

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

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| John Wentling Davis | SHAREHOLDER | — |
| Bret Lyn Hodgdon | CHIEF COMPLIANCE OFFICER, SHAREHOLDER | — |
| THOMPSON MICHAEL LINDUS | CHIEF COMPLIANCE OFFICER / SHAREHOLDER | — |
| DAVIS JOHN WENTLING | SHAREHOLDER | — |
| HODGDON BRET LYN | CHIEF COMPLIANCE OFFICER, SHAREHOLDER; SHAREHOLDER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| RUTLAND | VT | 4 | 802-878-2731 |
| RUTLAND | VT | 4 | 802-878-2731 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285378/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285378/similar
- Related entities: https://search.stillhousedata.com/firm/285378/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285378

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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.