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).

Current Firm Details
5201 North O'connor Boulevard, Suite 470, Irving, TX 75039
http://www.kopiscapital.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $81,633
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Kopis Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Justin McDonald, financial advisor Irving TX
Justin D. McDonald
CRD#: 4472297
5201 North O'connor Boulevard, Suite 470, Irving, TX 75039
96
Wealthminder
score

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.

2
Shelton McDonald, financial advisor Irving TX
Shelton J. McDonald
CRD#: 6239992
5201 North O'connor Boulevard, Suite 470, Irving, TX 75039
89
Wealthminder
score

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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