Kopion Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mckinney, TX. Its latest Form ADV filing, dated February 6, 2026, reports $143M in regulatory assets under management, 2 employees, and 14 accounts.
Assets Under Management
$143M
Employees
2
Offices
--
Total Clients
14
Primary office
MCKINNEY, TX
400 W. LOUISIANA STREET, MCKINNEY, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.3% of total clients.
Top client categories% of clientsClients
1
Individuals
64.3%
9
2
HNWI
35.7%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$143Mas of February 6, 2026
Discretionary100.0%
$143M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$143M
Total Accounts14
10Y AUM Change+$35M (+33.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee7:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.