Kopion Asset Management, LLC

RIASEC Registered

Total AUM

$143M

Discretionary

$143M

100% of AUM

Avg account

$10.2M

Accounts

14

Employees

2

Advisory reps

2

Firm details

Headquarters: Mckinney, 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, owner-operated RIA organized as an LLC. The firm is registered with the SEC (registered in 2020) and bills clients on a percentage-of-assets basis. Its advisory offering centers on discretionary portfolio management for individuals, families and small businesses. Kopion reports an individual owner and does not position itself as a capital allocator, pension consultant, or multi-state adviser. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Terry Ledbetter
Portfolio ManagerCRD 4410713
Jonathan Lindstrom
AnalystCRD 6767902

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 2

Active vs passive

$5.1M in ETFs

Passive

100%

$5.1M

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	$2.6M	27,886	50.00%

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Primary office

Mckinney, TX

Collin

Location

Mckinney, TX

Headquartered in Mckinney, 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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