# Koplan & Associates

Koplan & Associates is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 143042
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143042

## About

Koplan & Associates is a state-registered investment adviser in Chattanooga, TN. The firm manages approximately $4 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Questions

### What is known about Koplan & Associates' investment strategy?

Nothing is publicly documented. The firm has no website, no known LinkedIn presence, and no published investor letters or whitepapers. Without public regulatory filings, allocators cannot determine whether the firm prioritizes direct deals, fund commitments, or a blend across asset classes.

### What geographies does Koplan & Associates invest in?

Geography cannot be verified. Without an office location, a disclosed portfolio, or a principal's biography, there is no way to determine whether the firm invests domestically, cross-border, or narrowly within a specific region.

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Last updated: 2026-07-06T01:24:19.778Z

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