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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-26-2007
- Office Locations
- 1
Office Locations
About Koplan & Associates
Koplan & Associates is a Chattanooga, TN CPA-led firm providing tax preparation, accounting/bookkeeping, and independent investment advisory. They work with individuals and small business owners on integrated planning—budgeting, retirement, trusts and wills—plus business consulting. Estate planning is supported through the Estate Planning Council of Chattanooga and a Certified Estate Planning Specialist attorney; client assets are custodied at Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 49 clients, or 49 clients per representative. That equates to $73.2K in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on April 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Koplan & Associates record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
A. RONALD KOPLAN
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5283768
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,585,923 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,585,923 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Koplan & Associates has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.