Kopion Asset Management, LLC
● SEC registered since 2020CRD 152693SEC# 801-118111McKinney, TX
Reg. AUM
$142.6M
Employees
2
Accounts
14
Location
McKinney, TX
Kopion Asset Management, LLC assets under management
Kopion Asset Management, LLC is an investment advisory firm registered with the SEC based in McKinney, TX. The firm has been registered since 2020. It reports $142.6 million in regulatory assets under management and employs 2 people.
Kopion Asset Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Terry Lee Ledbetter Control | President, Secretary, & Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Kopion Asset Management, LLC manage?
Kopion Asset Management, LLC reports $142.6 million in regulatory assets under management on its Form ADV.
How many employees does Kopion Asset Management, LLC have?
Kopion Asset Management, LLC reports 2 employees.
Where is Kopion Asset Management, LLC located?
Kopion Asset Management, LLC is based in McKinney, TX and has been SEC-registered since 2020.
Does Kopion Asset Management, LLC disclose fund performance?
Kopion Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 400 W. Louisiana Street, McKinney, TX 75069-4444 |
| Phone | 214-425-7027 |
| Fax | NONE |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1728689 |
| Discloses disciplinary history | No |
Regulatory AUM
$142.6M▼ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$142.6Mregulatory AUM
Discretionary $142.6M