Kopis Capital Management, LLC
Kopis Capital Management, LLC (CRD# 168234) is a financial advisory firm headquartered in Irving, TX. They manage $4,000,000 in 49 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts49ACCOUNTS
Average Account Value$81,633
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Justin McDonald (CRD# 4472297) is an Investment Advisor Representative working at Kopis Capital Management, LLC in Irving, TX and has over 16 years of experience in the finance industry. Justin McDonald has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Shelton McDonald (CRD# 6239992) is an Investment Advisor Representative working at Kopis Capital Management, LLC in Irving, TX and has over 3 years of experience in the finance industry.