Kopkin Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kopkin Capital Management, LLC is a discretionary investment manager that offers active portfolio management for pooled vehicles and institutional accounts and states it is also open to individual investors, individual retirement accounts, trusts, investment companies, and pension plans. The firm charges AUM‑based advisory fees and routes client trading through a single broker‑dealer platform (Altruist Financial LLC).
The firm’s approach is momentum‑focused and concentrated, typically holding roughly 4–20 stocks or ETFs selected by a proprietary trading methodology that targets securities in the market’s top decile and often near 52‑week highs. KCM emphasizes frequent trading and short‑ to medium‑term holding periods, may use leveraged or inverse ETFs, ETNs, options, and can move to cash or net‑short positions; all accounts are managed on a discretionary basis with an explicit emphasis on cutting losses quickly.
Noteworthy details in the brochure include that the firm’s principal holds a Ph.D. in economics and maintains an academic appointment, the firm was newly formed in 2021 with no client assets at that time, and the adviser explicitly invests owner and employee accounts alongside clients using pro rata allocations to avoid front‑running. The firm requires clients to grant discretionary trading authority (including a durable power of attorney), waives proxy‑voting authority to custodians, and provides daily/weekly monitoring plus quarterly trade‑level reports, practices that differ from many peers in this category.
Client services
Expertise
Fee options
1.47% of AUM per quarter (equivalent to 5.88% annually, billed quarterly)
Account minimum: $500 minimum requirement for opening an account
Main office
Allen TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Kopkin Capital Management · Kopkin Capital Management, LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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