$142.6M Total AUM
$142.6M Disc. AUM
7.9% 3Y CAGR
2 Employees
14 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-04-2010
- Office Locations
- 1
Office Locations
400 W. Louisiana Street Mckinney TX
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.
Team overview
36 AVG AGE
$71.3M AVG AUM / ADVISOR
$10.2M AVG AUM / CLIENT
12.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
TERRY LEE LEDBETTER JR.
Chief Compliance Officer, Portfolio Manager, President, Secretary
- CRD
- #4410713
- Ownership
- 75% or more
Available
Available
Available
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J
Jonathan Roland Lindstrom
Portfolio Manager
- CRD
- #6767902
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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