Kopion Asset Management, LLC
Kopion Asset Management, LLC is an SEC-registered ria in Mckinney, TX with $142.6M assets under management (AUM, regulatory AUM), -10% over one year. See who owns Kopion Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152693, SEC 801-118111, data through 2026-02-06.
- AUM (assets under management / regulatory AUM)
- $142.6M (2026-02-06)
- Firm type
- Ria
- Location
- Mckinney, TX
- Employees
- 2
- Clients
- 14
- CRD
- 152693
- Ownership
- LEDBETTER, TERRY, LEE
How much AUM does Kopion Asset Management, LLC have?
Kopion Asset Management, LLC reported $142.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-06).
Who owns Kopion Asset Management, LLC?
Disclosed owners and executives of Kopion Asset Management, LLC include LEDBETTER, TERRY, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.