Colton
Strawn
Copperleaf Capital, LLC
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About this Advisor
Colton Strawn is a financial advisor based in Raleigh, North Carolina, working with Copperleaf Capital, LLC. Colton has previously held positions at The Vanguard Group, Inc, State Farm, Signature Fd, Publix Supermarkets, Lyft, Uber, Fidelity Investments, and Copperleaf Capital, LLC. Colton has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and Texas. Currently, Colton is part of Copperleaf Capital, LLC, which operates out of Raleigh, North Carolina. The firm has 7 employees and manages assets totaling $185.8 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Copperleaf Capital, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Copperleaf Capital, LLC Brokerage Details
$185,752,112
7
893
$208,009
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Colton Strawn Work History
Copperleaf Capital, LLC
Fidelity Investments
Lyft
Uber
The Vanguard Group, Inc
Signature Fd
State Farm
Publix Supermarkets
Disclosures
Please visit the SEC profile of Colton Strawn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Copperleaf Capital, LLC
Raleigh, NC
Raleigh, NC
Raleigh, NC
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