AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
TC

Thomas J. Copeland

C2G CAPITAL MANAGEMENT LLC
SUMMERVILLE, SC 29483
Some features on this profile are disabled
CRD#: 4387097
TC

Professional summary

Thomas James Copeland JR. is a registered financial advisor currently at C2G CAPITAL MANAGEMENT LLC located in Summerville, South Carolina.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Thomas has worked at 2 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
C2G CAPITAL MANAGEMENT LLC. BUSINESS IS A TAX PREPARATION BUSINESS. C2G Ltd Co. BUSINESS IS GOVERNMENT SERVICES, President, Non-investment related 50 hours a month mostly during non-trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas James Copeland JR.'s 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

November 29, 2005 - Present

C2G CAPITAL MANAGEMENT LLC

Office #1: 101 Owens Circle, Summerville, SC 29483
RIA
CRD#: 137014
SUMMERVILLE, SC
Past

October 21, 2005 - December 31, 2019

C2G CAPITAL MANAGEMENT LLC

RIA
CRD#: 137014
Summerville, SC
Past

May 2, 2001 - November 7, 2005

INTERVEST INTERNATIONAL EQUITIES CORPORATION

BD
CRD#: 20289
COLORADO SPRINGS, CO

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
Illinois
(11/29/2005)
IAR
South Carolina
(1/3/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/10/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/15/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 3/16/2004
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/1/2001
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CC
C2G CAPITAL MANAGEMENT LLC
C2G CAPITAL MANAGEMENT LLC

CRD#: 137014 / SEC#:

Illinois
Registered Investment Advisory firm - (11/29/2005 Approved)
South Carolina
Registered Investment Advisory firm - (10/18/2005 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
101 Owens Circle, Summerville, SC 29483
Mailing Address
Phone number
(843) 553-9899
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts239
AUM (Assets Under Management)$ 17,870,234

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.

Company Information

C2G CAPITAL MANAGEMENT LLC

CRD#: 137014Summerville, SC 29483

TRUST BUT VERIFY

Monitor Thomas Copeland

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Terry D Scipio
Terry ScipioAdvisorCheck Check Mark
SCIPIO FINANCIAL LLC
IAR
SUMMERVILLE, SC
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.