# Kopka Financial, LLC

> Kopka Financial, LLC is a state-registered investment advisory firm in Wilmington, NC, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 22, 2026.

- CRD: 293234
- Filed as: KOPKA FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wilmington, NC
- Filing period: October 2026
- Form ADV filing dated: March 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/293234
- AdvisorCensus page: https://advisorcensus.com/firm/kopka-financial-llc-wilmington-nc-293234

## Quick answers

**How is Kopka Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kopka Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Kopka Financial, LLC located?**
Kopka Financial, LLC's principal office is in Wilmington, NC, according to its Form ADV.

**Is Kopka Financial, LLC registered with the SEC or a state?**
Kopka Financial, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 293234.

**How much does Kopka Financial, LLC manage?**
Kopka Financial, LLC reports $21,361,218 in regulatory assets under management in its Form ADV filing dated March 22, 2026 (100% discretionary).

**What types of clients does Kopka Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29); high net worth individuals (7).

**Does Kopka Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/293234

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $21,361,218
- Discretionary: $21,361,218
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $12,685,618 |
| High net worth individuals | 7 | $8,675,600 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kopkafinancial.com
- Facebook @MKOPKAFINANCE
- Instagram @megan.kopka
- LinkedIn @megan-kopka-cfp®-rlp®-a5271a9
- X @MKopkaFinance
- YouTube @UCRjyRYumzy2YIRNm8we4gvg

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kopka Financial, LLC (CRD 293234): Form ADV filing data as of October 2026.