CS
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
14 advisors
Number of Clients
2,599 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$4.9B
Fee Structure
This document does not contain any fee information. Please refer to Copeland's Form ADV Part 2A Brochure for fee details.
Areas of Practice
Investment Management
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Advisor Information
Office location
2311 Orr Court, North Aurora, IL, 60542
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Clayton is a Regional Director at Copeland Capital Management LLC, focusing on business development. This investment-related activity requires nearly full-time commitment.
Employment History
Current Registrations
Vigilant Distributors, LLCBroker
January 2022 - Present · 4 yrs
Vigilant Distributors, LLC
January 2022 - Present · 4 yrs
Copeland Capital Management, LLC
January 2019 - Present · 7 yrs
Previous Registrations
Northern Lights Distributors, LLCBroker
January 2019 - December 2021 · 2 yrs 11 mos
Dcm Brokers, LLCBroker
October 2007 - December 2018 · 11 yrs 2 mos
Recom Securities, INC.Broker
April 2000 - May 2006 · 6 yrs 1 mo
State Registrations19 states
ARIAILINKSKYLAMIMNMOMSNDNEOHOKSDTNTXWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.