KOPKA FINANCIAL, LLC

KOPKA FINANCIAL, LLC is an SEC-registered investment adviser (CRD 293234). Regulatory assets under management: $21.4M.

Registration

• CRD: 293234
• Type: Registered investment adviser
• Phone: 910-409-4430
• Latest filing: 2026-03-22
• Regulatory AUM: $21.4M
• Discretionary AUM: $21.4M
• Clients: 1
• Accounts: 90

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 293234 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search