Terry Ledbetter has been President, Secretary, & Chief Compliance Officer of Kopion Asset Management since August 2009, is a control person of the firm and directly owns 75% or more of it. Terry Ledbetter holds a BA in Business / Economics from Wheaton College and an MBA from Rice University.
Kopion Asset Management, LLC is a McKinney, TX firm with $143M under management, 14 clients and 2 advisers in one office, as of its February 2026 filing.
Terry Ledbetter founded Kopion Asset Management, LLC in 2009. After graduate school, Ledbetter joined Friedberg Investment Management (FIM) in Houston as a securities analyst, where he spent the next seven years researching and valuing existing and prospective investments. His investing career began in the summer of 2001 as a research intern at an institutional broker in Albany, New York.
Terry Ledbetter’s longest registration is the current one, 16 years at Kopion Asset Management since 2010. Before joining Kopion Asset Management in 2010, Terry Ledbetter was registered through Friedberg Investment Management, Inc.
- Kopion Asset Management, LLCCurrent– present · 16 yearsMcKinney, TX · Adviser representative · Firm CRD 152693
- Friedberg Investment Management, Inc.– · 6 yearsHouston, TX · Adviser representative · Firm CRD 111911
Professional designations
Listed by Kopion Asset Management
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Terry Ledbetter is registered as an investment adviser representative in Texas, since March 2010.
- TexasSince 4 March 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 October 2002 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Terry Lee Ledbetter
- CRD
- 4410713
- Firm
- Kopion Asset Management · CRD 152693
- Role
- President, Secretary, & Chief Compliance Officer
- Office
- 400 W. LOUISIANA STREET, McKinney, TX 75069-4444
- Registration
- Investment adviser registration
- In the industry since
- March 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kopion.com
Where does Terry Ledbetter work?
Terry Ledbetter has been President, Secretary, & Chief Compliance Officer of Kopion Asset Management, LLC since August 2009, and is a control person of the firm.
Is Terry Ledbetter a financial advisor?
Yes. Terry Ledbetter has a current investment-adviser registration in Texas, through Kopion Asset Management since March 2010.
How many years of experience does Terry Ledbetter have?
Terry Ledbetter has 23 years in the financial industry, since March 2003, across 2 adviser firms.
What exams has Terry Ledbetter passed?
Terry Ledbetter passed the Series 65 in October 2002.
Where did Terry Ledbetter work before Kopion Asset Management?
Before Kopion Asset Management, Terry Ledbetter was registered through Friedberg Investment Management, Inc., October 2002 to October 2009.
Where is Terry Ledbetter based?
Terry Ledbetter’s registered office is in McKinney, TX.
Is Terry Ledbetter registered with FINRA?
No. Terry Ledbetter has no current broker registration.
Is Terry Ledbetter a CFA charterholder?
Kopion Asset Management lists Terry Ledbetter with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Terry Ledbetter’s record?
Search CRD 4410713 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Terry Ledbetter’s full registration record.