Overview
Assets Under Management: $874 million
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 170
Average Client Assets: $2 million
Frequently Asked Questions
KPP ADVISORY SERVICES 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 #289507), KPP ADVISORY SERVICES LLC is subject to fiduciary duty under federal law.
KPP ADVISORY SERVICES LLC is headquartered in LOUISVILLE, KY.
KPP ADVISORY SERVICES LLC serves 170 high-net-worth clients according to their SEC filing dated June 24, 2025. View client details ↓
According to their SEC Form ADV, KPP ADVISORY SERVICES LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
KPP ADVISORY SERVICES LLC manages $874 million in client assets according to their SEC filing dated June 24, 2025.
According to their SEC Form ADV, KPP ADVISORY SERVICES LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 170
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.98
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,405
Discretionary Accounts: 3,227
Non-Discretionary Accounts: 178
Regulatory Filings
CRD Number: 289507
Filing ID: 1998761
Last Filing Date: 2025-06-24 16:51:00
Website: https://lpl.com