A complete list of active advisors currently associated with Kopkin Capital Management, LLC

Warmer can help you find a great advisor at Kopkin Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Kopkin Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.