| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward John Kohlhepp Control | Founder, Ceo And Chief Compliance Officer | 50-75% | 1998 |
| Edward Joseph Kohlhepp Control | President | 50-75% | 2012 |
Kohlhepp Investment Advisors, Ltd. reports $191 million in regulatory assets under management on its Form ADV.
Kohlhepp Investment Advisors, Ltd. reports 6 employees.
Kohlhepp Investment Advisors, Ltd. is based in Doylestown, PA and has been SEC-registered since 2001.
Kohlhepp Investment Advisors, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3655 Route 202, Suite 100, Doylestown, PA 18902 |
| Phone | 215-340-5777 |
| Fax | 215-340-5788 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $186.4M |
| Non-discretionary | $4.6M |
| Total (RAUM) | $191M |