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COPPERPLATE CAPITAL LLC

MENLO PARK, CA · CRD 174528 · IAPD ↗ · copperplatecapital.com · (650) 275-4313

$293.7MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — COPPERPLATE CAPITAL LLC reported RAUM up 41% ($208.2M -> $293.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
46
April 2025 — COPPERPLATE CAPITAL LLC reported RAUM up 32% ($158.0M -> $208.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
May 2024 — COPPERPLATE CAPITAL LLC (MENLO PARK, CA) is newly SEC-registered with $158.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.