KOPLAN & ASSOCIATES

KOPLAN & ASSOCIATES of CHATTANOOGA, TN is an SEC-registered investment adviser (CRD 143042). Regulatory assets under management: $3.6M.

Registration

• CRD: 143042
• Type: Registered investment adviser
• Location: 7522 EAST BRAINERD ROAD, CHATTANOOGA, TN, 37421
• Phone: 423-892-4693
• Latest filing: 2026-04-08
• Regulatory AUM: $3.6M
• Discretionary AUM: $3.6M
• Clients: 2
• Accounts: 52

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143042 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search