Charles L. Copeland

ELEVAGE PARTNERS

Marsing, ID

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CRD#: 3046149

Professional summary

Charles Lawrence Copeland, who also goes by C. Lawrence Copeland, Charles L Copeland, Charles Copeland, is a registered financial advisor currently at ELEVAGE PARTNERS, LLC located in Marsing, Idaho.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Charles has worked at 2 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

C. Lawrence Copeland | Charles L Copeland | Charles Copeland

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Lawrence Copeland's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 16, 2024 - Present

ELEVAGE PARTNERS, LLC

RIA

CRD#: 158386

Marsing, ID

Past

May 25, 2018 - July 23, 2024

ELEVAGE PARTNERS, LLC

RIA

CRD#: 158386

San Diego, CA

Past

December 2, 2011 - December 31, 2016

ELEVAGE PARTNERS, LLC

RIA

CRD#: 158386

GLENDALE, CA

Past

October 5, 1998 - December 31, 2011

COPELAND WEALTH MANAGEMENT

RIA

CRD#: 121527

REDLANDS, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ELEVAGE PARTNERS, LLC

CRD#: 158386 / SEC#: 801-112475

RIA

Registered Investment Advisory firm - (2/20/2018 Approved)

California

Registered Investment Advisory firm - (6/29/2018 Terminated)

New Jersey

Registered Investment Advisory firm - (12/31/2016 Failure to Renew)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(12/16/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/21/2010

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 3/16/1998

General Securities Representative Examination

Current Firm

ELEVAGE PARTNERS, LLC

CRD#: 158386 / SEC#: 801-112475

RIA

Registered Investment Advisory firm - (2/20/2018 Approved)

California

Registered Investment Advisory firm - (6/29/2018 Terminated)

New Jersey

Registered Investment Advisory firm - (12/31/2016 Failure to Renew)

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Contact information

Main Address

5470 Kietzke Lane Suite 300, Reno, NV 89511

Mailing Address

18124 Wedge Pkwy Suite 537, Reno, NV 89511

Phone number

(800) 725-1622

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ELEVAGE PARTNERS, LLC FORM ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	978
AUM (Assets Under Management)	$ 147,025,159

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Charles L. Copeland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Lawrence Copeland's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELEVAGE PARTNERS, LLC

ELEVAGE PARTNERS, LLC

ELEVAGE PARTNERS, LLC

COPELAND WEALTH MANAGEMENT

Primary Firm SEC Registration

ELEVAGE PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/21/2010

Series 7

Date: 3/16/1998

Current Firm

ELEVAGE PARTNERS, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELEVAGE PARTNERS, LLC

TRUST BUT VERIFY

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