KOPLAN & ASSOCIATES

Overview

Koplan & Associates operates as a small, owner-run investment adviser that serves individuals and families. The firm combines advisory services with accounting expertise, offering portfolio management for individuals and small businesses, manager selection, and educational workshops. It charges clients on a percentage-of-AUM basis and functions as a capital allocator through third‑party fund selection rather than building large in‑house alternatives platforms. Investment activity is centered on listed equities, with a clear preference for exchange‑traded instruments. The adviser supplements core equity exposure with mutual funds and annuities, and allocates to third‑party alternative managers for real estate, commodities and oil & gas exposure. Koplan & Associates is not positioned as an active ESG investor and does not operate as a multi‑state advisory firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices