Emily
Copeland

Captrust

CRD#7188437
Investment Advisor
in San Antonio, TX

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About this Advisor

Emily Copeland is a financial advisor based in San Antonio, Texas, working with Captrust. Emily has previously held positions at Southern Wealth Management Lp, Firstmark Credit Union, and Capfinancial Partners LLC (Captrust). Emily has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Emily is part of Captrust, which operates out of San Antonio, Texas. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

1826 North Loop 1604 West, Suite 260
San Antonio, TX 78248

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Captrust Brokerage Details

Total Assets Under Management

$852,173,054,617

TX Average: $3,625,019,099
Total Number of Employees

1,554

TX Average: 22
Total Number of Accounts

100,603

TX Average: 1,917
Average Account Size

$8,470,653

TX Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters

Emily Copeland Work History

2023 - Present (1 year)

Capfinancial Partners LLC (Captrust)

2016 - 2023 (7 years)

Southern Wealth Management Lp

2013 - 2016 (3 years)

Firstmark Credit Union

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Emily Copeland 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 Captrust

Daryl Deke
Nashville, TN
Evan Patterson
Raleigh, NC
Mark Huffman
Sacramento, CA
Jeffrey Freiser
Tampa, FL
Jessica Mayo
San Antonio, TX
David-Louis Browne
Tampa, FL
Catherine Bragg
Birmingham, AL
David Stix
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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