Copeland Capital Management, LLC

Overview

Copeland Capital Management, LLC is an SEC registered investment adviser based in Conshohocken, PA, registered since 2007. It reports $4.1B in assets under management across 1,983 accounts, with 30 employees. It has 13 investment adviser representatives.

Reported AUM

$4.1B

Discretionary

100%

Accounts

1,983

Average account

$2M

Employees

30

Advisory reps

13

Registered since

2007

Jurisdictions

39

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Investment Companies
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 8

• Eric Copeland Brown Managing Member, Chief Executive Officer, Portfolio Manager CRD 2355012
• Charles Michael Barrett Managing Member, Director of Sales, Marketing CRD 2490925
• Edward Crawley Rorer Managing Member, Chairman, Portfolio Manager CRD 403802

5 more executive officers, with direct contact details

Advisory reps 3 of 13

• Neil William Adams Registered Rep · Investment Adviser Rep CRD 5797685
• Charles Michael Barrett Registered Rep · Investment Adviser Rep CRD 2490925
• Eric Copeland Brown Investment Adviser Rep CRD 2355012

10 more advisory reps, with emails, phones and branch locations

Location

Headquarters

161 Washington St Ste 1325
Conshohocken, PA 19428

County

Montgomery

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• SEC registered
• Registered in 39 jurisdictions
• Website: copelandfunds.com

Every state, with registration dates

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