Charles Lawrence Copeland
Investment adviser representative at Elevage Partners, LLC
28 yearsExperience
1 stateRegistered in
$154.6MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Elevage Partners, LLCNov 2011 to now
- Copeland Wealth ManagementMay 1998 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (CA).
Elevage Partners, LLC
$154.6MAssets managed
368Clients
5Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3046149
- Firm CRD
- 158386