Copper Leaf Financial, LLC

Overview

Copper Leaf Financial, LLC is an SEC registered investment adviser based in Williston, VT, registered since 2016. It reports $22M in assets under management across 552 accounts, with 4 employees. It has 5 investment adviser representatives.

Reported AUM

$22M

Discretionary

100%

Accounts

552

Average account

$398K

Employees

4

Advisory reps

5

Registered since

2016

Jurisdictions

3

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Bret Lyn Hodgdon Chief Compliance Officer, Shareholder CRD 5605497
• John Wentling Davis Shareholder CRD 4307361

Advisory reps 3 of 5

• John Wentling Davis Investment Adviser Rep CRD 4307361
• Adam Taylor Eiklor Investment Adviser Rep CRD 8295529
• Bret Lyn Hodgdon Investment Adviser Rep CRD 5605497

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

Location

Headquarters

33 Blair Park Rd Ste 203
Williston, VT 05495

County

Chittenden

Metro area

Burlington-South Burlington, VT

Region

Northeast

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: copperleaffinancial.com

Every state, with registration dates

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