Kopion Asset Management, LLC

RIASEC RegisteredEst. 2020

Total AUM

$143M

Discretionary

$143M

100% of AUM

Avg account

$10.2M

Accounts

14

Employees

2

Advisory reps

2

Firm details

Headquarters: Mc Kinney, Texas
CRD number: 152693
Registered since: February 25, 2020
Website: kopion.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI97.53%
Individuals2.47%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Kopion Asset Management, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2020. The firm is individually owned and bills clients on a percentage-of-AUM basis. Its stated advisory activity centers on portfolio management for individuals and small businesses, with a client base made up of individual and family investors. Kopion does not describe itself as an active ESG investor, a capital allocator, a pension consultant, or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities97%
Cash & Cash Equivalents3%

Contacts

2 of 2

Jonathan Lindstrom
AnalystCRD 6767902
Terry Ledbetter
Portfolio ManagerCRD 4410713

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 2

Active vs passive

$5.8M in ETFs

Passive

100%

$5.8M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL)	State Street	Passive	Ultrashort Bond	$2.9M	31,824	50.00%

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Primary office

Mc Kinney, TX

Collin

Location

Mc Kinney, TX

Headquartered in Mc Kinney, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area: Dallas-Fort Worth, TX-OK
Region: South
County: Collin
Address: 400 W Louisiana St
Time zone: CT (UTC-6)
Office locations

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