Kohlhepp Investment Advisors, Ltd.
● SEC registered since 2001CRD 113989SEC# 801-60581Doylestown, PA
Reg. AUM
$204.6M
Employees
6
Accounts
836
Location
Doylestown, PA
Kohlhepp Investment Advisors, Ltd. assets under management
Kohlhepp Investment Advisors, Ltd. is an investment advisory firm registered with the SEC based in Doylestown, PA. The firm has been registered since 2001. It reports $204.6 million in regulatory assets under management and employs 6 people.
Kohlhepp Investment Advisors, Ltd. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward John Kohlhepp Control | Founder | 50-75% | 1998 |
| Edward Joseph Kohlhepp Control | President & Ceo | 50-75% | 2012 |
| Todd Robert Purring | Advisor & Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Kohlhepp Investment Advisors, Ltd. manage?
Kohlhepp Investment Advisors, Ltd. reports $204.6 million in regulatory assets under management on its Form ADV.
How many employees does Kohlhepp Investment Advisors, Ltd. have?
Kohlhepp Investment Advisors, Ltd. reports 6 employees.
Where is Kohlhepp Investment Advisors, Ltd. located?
Kohlhepp Investment Advisors, Ltd. is based in Doylestown, PA and has been SEC-registered since 2001.
Does Kohlhepp Investment Advisors, Ltd. disclose fund performance?
Kohlhepp Investment Advisors, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$204.6M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$204.6Mregulatory AUM
Discretionary $204.6MNon-discretionary $35K