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Kpp Advisory Services LLC

● SEC registered since 2017CRD 289507SEC# 801-111709Louisville, KY
Export (members)
Reg. AUM
$874.3M
Employees
35
Accounts
3,405
Location
Louisville, KY

Kpp Advisory Services LLC assets under management

Kpp Advisory Services LLC is a registered investment adviser overseen by the SEC based in Louisville, KY. The firm has been registered since 2017. It reports $874.3 million in regulatory assets under management and employs 35 people.
www.kpp-lpl.comView on SEC.gov ↗

Kpp Advisory Services LLC owners & executives

3 reported
NameTitleOwnershipSince
Kenneth Alvin O'Neil ControlMember50-75%2005
Robert Alan Davenport ControlMember50-75%2005
Robert Alan Davenport ControlCco25-50%2024

Frequently asked questions

How much does Kpp Advisory Services LLC manage?

Kpp Advisory Services LLC reports $874.3 million in regulatory assets under management on its Form ADV.

How many employees does Kpp Advisory Services LLC have?

Kpp Advisory Services LLC reports 35 employees.

Where is Kpp Advisory Services LLC located?

Kpp Advisory Services LLC is based in Louisville, KY and has been SEC-registered since 2017.

Does Kpp Advisory Services LLC disclose fund performance?

Kpp Advisory Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9300 Shelbyville Rd., Suite 1310, Louisville, KY 40222
Phone502-394-0400
Fax502-394-0414
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$798.4M
Non-discretionary$75.8M
Total (RAUM)$874.3M