Overview
Assets Under Management: $191 million
Headquarters: DOYLESTOWN, PA
High-Net-Worth Clients: 56
Average Client Assets: $2 million
Frequently Asked Questions
KOHLHEPP INVESTMENT ADVISORS, LTD. 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 #113989), KOHLHEPP INVESTMENT ADVISORS, LTD. is subject to fiduciary duty under federal law.
KOHLHEPP INVESTMENT ADVISORS, LTD. is headquartered in DOYLESTOWN, PA.
KOHLHEPP INVESTMENT ADVISORS, LTD. serves 56 high-net-worth clients according to their SEC filing dated December 18, 2025. View client details ↓
According to their SEC Form ADV, KOHLHEPP INVESTMENT ADVISORS, LTD. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
KOHLHEPP INVESTMENT ADVISORS, LTD. manages $191 million in client assets according to their SEC filing dated December 18, 2025.
According to their SEC Form ADV, KOHLHEPP INVESTMENT ADVISORS, LTD. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.25
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 898
Discretionary Accounts: 841
Non-Discretionary Accounts: 57
Regulatory Filings
CRD Number: 113989
Filing ID: 2034940
Last Filing Date: 2025-12-18 16:12:45
Website: 0