Wealth Manager
    SEC Registered
    Manages Private Funds

    Kpp Advisory Services LLC

    Registered investment advisor · Louisville, Kentucky · CRD #289507

    Assets Under Management
    $1.2B
    Client Accounts
    3,995
    Employees
    36
    CRD Number
    289507
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Kpp Advisory Services LLC

    KPP Advisory Services LLC, established in 2005 in Kentucky, offers investment management, financial planning, and wealth management services. The firm manages approximately $1.4 billion in assets and is SEC-registered. It also provides retirement plan consulting and is active in private real estate.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Kpp Advisory Services LLC

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    Frequently Asked Questions

    What is Kpp Advisory Services LLC's AUM?

    Kpp Advisory Services LLC reports approximately $1.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Kpp Advisory Services LLC headquartered?

    Kpp Advisory Services LLC is headquartered in Louisville, Kentucky.

    What is Kpp Advisory Services LLC's CRD number?

    Kpp Advisory Services LLC's CRD number is 289507. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Kpp Advisory Services LLC manage?

    Kpp Advisory Services LLC manages approximately 3,995 client accounts according to its latest SEC filing.

    Is Kpp Advisory Services LLC SEC registered?

    Yes, Kpp Advisory Services LLC is registered with the SEC as an investment adviser with an approved registration status.

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