Koplan & Associates

Overview

Koplan & Associates is an independent, state-registered investment adviser organized as an LLC and based in Tennessee. The firm serves primarily individuals and families, operating as a fee-based advisory practice that charges a percentage of assets under management. The owner is an individual rather than an institutional owner, and the business profile lists accounting services alongside investment advisory work. Advisory activities include discretionary portfolio management for individuals and small businesses, selecting third-party advisers, and providing educational seminars or workshops. The firm describes itself as a capital allocator, which aligns with its use of external managers for certain alternative exposures. It does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices