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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-04-2010
- Office Locations
- 1
Office Locations
About Kopion Asset Management, LLC
Kopion Asset Management is a Texas-based boutique advisor focused on growing clients’ equity portfolios, primarily implemented with ETFs in discretionary separate accounts. The firm provides portfolio construction and financial planning for retail clients and custodies assets at Charles Schwab. "Kopion" comes from Greek for "to toil," reflecting a deliberate, long-term equity management approach.
Reported data analysis
What the numbers show
Between February 7, 2025 and February 6, 2026, reported AUM decreased 10.3%, from $159.0M to $142.6M.
Across 5 reported observations, AUM increased 12.5% between January 6, 2022 and February 6, 2026, from $126.7M to $142.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 14 clients, or 7 clients per representative. That equates to $10.2M in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on February 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
TERRY LEE LEDBETTER JR.
Chief Compliance Officer, Portfolio Manager, President, Secretary
- CRD
- #4410713
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jonathan Roland Lindstrom
Portfolio Manager
- CRD
- #6767902
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $142,578,253 | $10,184,161 |
| Non-Discretionary | $0 | -- |
| Total | $142,578,253 | $10,184,161 |
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Separately Managed Accounts
SMA allocation detail is available
Kopion Asset Management, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2026
Review the latest reported holdings
Kopion Asset Management, LLC's 13F holdings detail is available for Q3 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.