David Kopack
Boston Investment Trust Management · Bridgewater, Massachusetts
David Kopack is a fee-only financial advisor at Boston Investment Trust Management in Bridgewater, Massachusetts. Boston Investment Trust Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Boston Investment Trust Management |
|---|---|
| Based in | Bridgewater, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.5M across 22 accounts |
| SEC registration | Investment adviser representative in MA · CRD 3257972 |
| Exams passed | Series 63 (1999) · Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
How David's firm compares
- Boston Investment Trust Management's average account is about $207,000, from its Form ADV (assets managed divided by 22 accounts).
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Questions about David
Is David Kopack a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Boston Investment Trust Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Boston Investment Trust Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Kopack based?
David Kopack is based in Bridgewater, Massachusetts.
Is David Kopack registered with the SEC?
Yes. David Kopack is registered as an investment adviser representative in MA (CRD 3257972), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Boston Investment Trust Management manage?
Boston Investment Trust Management reports $4.5M across 22 accounts in assets under management.
How do I contact David Kopack?
Contact details aren't on file yet. Search for Boston Investment Trust Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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