Overview
Assets Under Management: $187 million
Headquarters: TULSA, OK
High-Net-Worth Clients: 45
Average Client Assets: $3.1 million
Frequently Asked Questions
KHP CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #281169), KHP CAPITAL LLC is subject to fiduciary duty under federal law.
KHP CAPITAL LLC is headquartered in TULSA, OK.
KHP CAPITAL LLC serves 45 high-net-worth clients according to their SEC filing dated June 25, 2018. View client details ↓
According to their SEC Form ADV, KHP CAPITAL LLC offers financial planning and portfolio management for individuals. View all service details ↓
KHP CAPITAL LLC manages $187 million in client assets according to their SEC filing dated June 25, 2018.
According to their SEC Form ADV, KHP CAPITAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.01%
Average Client Assets: $3.1 million
Total Client Accounts: 486
Discretionary Accounts: 486
Regulatory Filings
CRD Number: 281169
Filing ID: 1225910
Last Filing Date: 2018-06-25 10:53:00