KPP ADVISORY SERVICES LLC
Firm details
- Headquarters
- LOUISVILLE, Kentucky
- CRD number
- 289507
- Registered since
- September 15, 2017
- Website
- www.kpp-lpl.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals58.77%
- HNWI41.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
KPP Advisory Services LLC is an independent, owner-operated RIA organized as an LLC and registered with the SEC since 2017. The firm focuses on serving individual and family clients and positions itself as a capital allocator that can both manage portfolios directly and select external managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and educational workshops. KPP bills using a mix of percentage-of-AUM, hourly, and fixed fees. The firm also operates in brokerage and insurance capacities as a registered representative of a broker‑dealer and as an insurance broker. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities46%
- Public Funds/Mutual Funds32%
- US Government Bonds10%
- State & Local Bonds5%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1ROBERT DAVENPORT
CEOCRD 1988964
Contacts
3 of 26MARTIN WALTHERS
Investment Adviser RepresentativeCRD 2033519
KYLE ROY
Financial Advisor and Registered RepresentativeCRD 4898839
DAVID BUGG
Investment Advisor RepresentativeCRD 2427658
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 215Active vs passive
$554M in ETFs
72%
$401M
24%
$153M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 ETF (QQQM) | Invesco | Passive | Large Growth | $34M | 142,992 | 6.13% |
Location
LOUISVILLE, KY
JEFFERSON
Location
LOUISVILLE, KY
Headquartered in LOUISVILLE, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- JEFFERSON
- Address
- 9300 Shelbyville Rd
- Time zone
- CT (UTC-6)
- Office locations
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