Copeland Capital Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

135822

SEC number

801-68586

Firm type

RIA

Assets under management

$4.1B as of Feb 26, 2026

Website

www.copelandfunds.com ↗

Phone

(484) 351-3700

Address

161 Washington Street, Conshohocken, PA, 19428

Advisors at this firm

13 in our index · page 1 of 1

• Neil William AdamsCRD 5797685 · Wellesley, MA
  IA RegisteredBroker
• Charles Michael BarrettCRD 2490925 · Conshohocken, PA
  IA RegisteredBroker
• Eric Copeland BrownCRD 2355012 · Conshohocken, PA
  IA Registered
  Disclosure event(s) on record
• Sean Patrick DuffyCRD 7756398 · Conshohocken, PA
  IA RegisteredBroker
• Michael Joseph GebhardtCRD 4834068 · Denver, CO
  IA RegisteredBroker
• Mark William GiovannielloCRD 4658052 · Conshohocken, PA
  IA Registered
• Rob Roy KnowlesCRD 2259598 · Manhattan Beach, CA
  IA Registered
• Robin J. LaneCRD 2478758 · Conshohocken, PA
  IA RegisteredBroker
• David Brian McgonigleCRD 4470926 · Conshohocken, PA
  IA Registered
• Edward Crawley RorerCRD 403802 · Conshohocken, PA
  IA Registered
• Clayton Jeffrey SaltijeralCRD 4157556 · North Aurora, IL
  IA RegisteredBroker
• Coby James SchwartzCRD 7029123 · Conshohocken, PA
  IA RegisteredBroker
• James Cameron SpencerCRD 4879720 · Conshohocken, PA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.