Copeland Capital Management, LLC
Conshohocken, PA·SEC-registered · CRD #135822
Copeland Capital Management, LLC is an SEC-registered investment advisory firm in Conshohocken, PA managing $4.1B across 2.0k client accounts, with 16 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.1B
Client accounts
2.0k
Advisory staff
16
Fee model
Fee-only
How Copeland Capital Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Copeland Capital Management, LLC
How much does Copeland Capital Management, LLC manage?
Per its most recent SEC Form ADV filing (02/26/2026), Copeland Capital Management, LLC reports $4.1B in regulatory assets under management across roughly 2.0k client accounts.
How does Copeland Capital Management, LLC charge?
Copeland Capital Management, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Copeland Capital Management, LLC a fiduciary?
Yes. Copeland Capital Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #135822), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Copeland Capital Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Copeland Capital Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Copeland Capital Management, LLC's public SEC Form ADV filing (CRD #135822, filed 02/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Copeland Capital Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Copeland Capital Management, LLC? Claim this profile.