Colton
Strawn
Copperleaf Capital, LLC
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About this Advisor
Colton Strawn is a certified financial planner who works out of Raleigh, North Carolina who has 1 year of relevant experience. Strawn is on the advisory team at Copperleaf Capital, LLC. Their career trajectory has included roles at The Vanguard Group, Inc, State Farm, Northwestern Mutual, Signature Fd, Publix Supermarkets, Jennings Mill Cc, Lyft, Uber, Fidelity Investments and Copperleaf Capital, LLC. Strawn maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina and Texas. Copperleaf Capital, LLC is an advisory business that has its headquarters in Raleigh, NC. It manages $160 million in assets among its 703 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 703 accounts, 31% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Copperleaf Capital, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on which services are offered. However, fee types billed by Copperleaf Capital, LLC likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Copperleaf Capital, LLC Brokerage Details
$159,978,205
7
703
$227,565
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
Colton has been registered as a financial advisor for 1 years.*
Copperleaf Capital, LLC
Fidelity Investments
Lyft
Uber
The Vanguard Group, Inc
Signature Fd
State Farm
Northwestern Mutual
Publix Supermarkets
Jennings Mill Cc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
