Kopp Financial

Overview

Kopp Financial is an independent, individual-owned registered investment adviser that provides financial planning and portfolio management primarily for individuals and small businesses. The firm charges a percentage of assets under management and runs a compact, equity-focused book. Its filings show a clear preference for exchange-traded equities and ETFs as the primary vehicle for client exposure, with portfolio construction oriented toward liquid, publicly traded securities rather than complex proprietary products. Kopp Financial does not identify as an active ESG investor and appears to operate without multi-state or pension consulting activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices