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RIA / WealthAdvisorChartered Financial Analyst28 years in industry

ERIC COPELAND BROWN

Advisor at COPELAND CAPITAL MANAGEMENT, LLC

Conshohocken, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d46ed594-6bcc-029b-101d-a3f29f528eff

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 12, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COPELAND CAPITAL MANAGEMENT, LLC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 4, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 21derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S63
First exam: May 4, 1998
First registration: May 12, 2003
Dual registered: no
IAPD individual key: 2355012

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COPELAND CAPITAL MANAGEMENT, LLC	Mixed wealth	Jul 19, 2005	n/a	yes	Conshohocken, PA	Current employment
THE COLONY GROUP, LLC	n/a	May 12, 2003	Jul 21, 2005	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
THE COLONY GROUP, LLC	COPELAND CAPITAL MANAGEMENT, LLC	Jul 21, 2005	Jul 19, 2005	-2	Firm change	Other

Relationships

Registered with (2)

→ COPELAND CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Jul 19, 2005 to presentfactForm ADV
→ THE COLONY GROUP, LLCRegistered adviserregistration: previous registration
May 12, 2003 to Jul 21, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d46ed594-6bcc-029b-101d-a3f29f528eff
First observed: May 12, 2003
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ERIC COPELAND BROWN

Advisor at COPELAND CAPITAL MANAGEMENT, LLC

Conshohocken, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d46ed594-6bcc-029b-101d-a3f29f528eff

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:47 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

COPELAND CAPITAL MANAGEMENT, LLC

Mixed wealth

Jul 19, 2005

n/a

yes

Conshohocken, PA

Current employment

THE COLONY GROUP, LLC

n/a

May 12, 2003

Jul 21, 2005

BOSTON, MA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

THE COLONY GROUP, LLC

COPELAND CAPITAL MANAGEMENT, LLC

Jul 21, 2005

Jul 19, 2005

-2

Firm change

Other