Charles P. Copeland, Inc. (Redlands)

Charles P. Copeland, Inc. is a large advisory firm based in Redlands. It manages $158.1 million of regulatory assets for 676 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California and Oregon.

Charles P. Copeland provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Charles P. Copeland: assets under management

The assets under management (AUM) of Charles P. Copeland, Inc. is $158.1 million. The firm's AUM has grown by 278% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $158 million in discretionary accounts and $100 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $234.07 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $100 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Charles P. Copeland, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Charles P. Copeland, Inc.

Charles L Copeland has been acting as President since 1 May 1998. Charles P Copeland joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles P Copeland	Vice-president	1 May 1998	25% - 50%	3154772
Jeanne Minnerly	Secretary	1 May 1998	25% - 50%	3188995
Charles L Copeland	President	1 May 1998	25% - 50%	3046149
Charles Lawrence Copeland	President & chief compliance officer	1 May 1998	25% - 50%	3046149
Jeanne Carole Minnerly	Secretary/financial advisor	1 May 1998	25% - 50%	3188995

Based in Redlands

The principal office where Charles P. Copeland, Inc. performs its advisory services is located at 25809 Business Center Drive, Redlands, CA 92374, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.