Emily
Copeland
Captrust
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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
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
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
Capfinancial Partners LLC (Captrust)
Southern Wealth Management Lp
Firstmark Credit Union
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
Sacramento, CA
Dayton, OH
Houston, TX
New Hyde Park, NY
San Antonio, TX
Boerne, TX
Birmingham, AL
Phoenix, AZ
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