Kohlhepp Investment Advisors, Ltd.

RIASEC RegisteredEst. 2001

Total AUM

$205M

Discretionary

$205M

100% of AUM

Avg account

$245K

Accounts

836

Employees

Advisory reps

Firm details

Headquarters: Doylestown, Pennsylvania
CRD number: 113989
Registered since: September 24, 2001
Website: www.kohlheppadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI61.94%
Individuals37.21%
Pension & Profit Sharing Plans0.85%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Kohlhepp Investment Advisors, Ltd. is an independent, corporation-structured registered investment adviser that first registered with the SEC in 2001. The firm serves individual and family clients and offers a mix of financial planning and portfolio management services targeted at individuals and small businesses. Its advisory services also include pension consulting and the selection of other advisers. Kohlhepp charges clients via a combination of percentage-of-AUM fees, hourly billing, and fixed-fee arrangements. The firm identifies itself as a capital allocator but does not position itself as an active ESG investor.