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Austin Miller Koplan

PYA Waltman Capital, LLC

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About Austin Miller Koplan

Austin Koplan is an Investment Advisor Representative with PYA Waltman Capital, LLC located in Knoxville, TN. Austin is a registered Investment Advisor in Tennessee. Austin has been in the industry since January 2020. Austin is also a licensed investment advisor representative in Tennessee and has passed the Series 65 exam. Austin has experience working with a range of clients including corporations or other businesses, charitable organizations, pension and profit-sharing plans, individuals other than high-net-worth, and high-net-worth individuals. Austin specializes in providing financial planning, pension consulting, and selection of other advisors services. Austin has a strong background in the industry, having previously worked at PYA, PC in Knoxville, TN and RSM US LLP in Charlotte, NC.

Firm Information

Austin Koplan is currently registered with PYA Waltman Capital, LLC. PYA Waltman Capital, LLC is a registered investment advisor based in Knoxville, TN. The firm manages approximately $1 billion to $10 billion in assets for individuals, corporations, charitable organizations, and pension plans. They provide financial planning, pension consulting, and portfolio management services.
PYA Waltman Capital, LLC

1402 EBENEZER ROAD

KNOXVILLE, TN 37922

$1.03B

Assets Under Management

9

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Austin Koplan’s Registration & Firm History

TN

06/03/2021 - Present

PYA Waltman Capital, LLC (KNOXVILLE TN)

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Licenses & Designations

IA

Issued 05/15/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Austin Miller Koplan.
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