Kopka Financial, LLC

Overview

Kopka Financial, LLC is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, and educational seminars as core service lines. Its compensation model includes percentage-of-AUM fees supplemented by hourly and fixed-fee engagements, reflecting a mix of ongoing advisory relationships and project-based work. Investment activity is centered on liquid public markets with a clear tilt toward exchange-traded equities. The firm is not positioned as a capital allocator to multi-manager private funds and does not report active ESG investing. Kopka Financial lists other financial product sales activities, which aligns with its use of non-equity instruments such as annuities and corporate debt to complement equity exposures.

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Public Holdings

Investments & Alternatives

Location & Offices