RIA Intel›Advisers›North Carolina›KOPKA FINANCIAL, LLC

KOPKA FINANCIAL, LLC

Advisory

NC

Data as of Mar 22, 2026 · Source: SEC Form ADV

Average account
$237K
across 90 accounts
AUM per adviser
$21M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 22, 2026.

Total AUM
$21M
Discretionary %
100%
Clients
36
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$21M
Discretionary AUM$21M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients36
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

DARE CAPITAL MANAGEMENT, LLC
NAGS HEAD, NC
$21M
WALSH CAPITAL LLC
$21M
REACH STRATEGIC WEALTH LLC
$22M
INNOVATION PARTNERS LLC.
CHARLOTTE, NC
$22M
+384.9% 1Y
BOOTH ASSET MANAGEMENT, LLC
$21M
ALTA ADVISORS LLC
$22M

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