$21.4M Total AUM
$21.4M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Timber foundationHarbor beacon +more
- Established Date
- 03-21-2018
- Office Locations
- 1
Office Locations
-- Wilmington NC
About Kopka Financial, LLC
Kopka Financial, LLC is a Wilmington, NC RIA focused on holistic planning and tax-aware investment management for widows and family caregivers. Services span cash-flow, tax and estate planning, risk management, and ongoing portfolio construction and rebalancing designed to grow and preserve resources. Founder Megan Kopka, CFP®, RLP®, is a widow and former caregiver with 18+ years’ experience. Custody includes Charles Schwab and Interactive Brokers.
Team overview
47 AVG AGE
$21.4M AVG AUM / ADVISOR
$562.1K AVG AUM / CLIENT
8.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Value signal
Client Personas
Legacy
Custodian
Fusion Legacy Foundation Wave atlas
Investment Themes
Unison crest
Investment Vehicles
Prime harbor
Services
Eagle glacier Quantum Prime wave Insight fusion Atlas North Crest capital Wave eagle
Technology
Vector ridge Eagle bridge Zenith meridian
Owner & Executives
M
MEGAN FOGLE KOPKA
Chief Compliance Officer
- CRD
- #5380442
- Ownership
- 75% or more
(749) 244-4271
timber.focus@summitcapital.com
in linkedin.com/in/wave-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,361,218 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,361,218 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,361,218
Equity - Exchange:
11.9% Municipal Bonds:
7.2% Public Funds:
15.1% Private Funds:
16.0% Cash:
19.2% Corporate - Investment Grade:
16.3% U.S. Government/Agency:
14.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $849,824,265 | 11.9% |
| Municipal Bonds | $514,179,387 | 7.2% |
| Public Funds | $1,078,348,437 | 15.1% |
| Private Funds | $1,142,620,860 | 16.0% |
| Cash | $1,371,145,032 | 19.2% |
| Corporate - Investment Grade | $1,164,045,001 | 16.3% |
| U.S. Government/Agency | $1,021,217,393 | 14.3% |
| Total | $7,141,380,375 | 100.0% |