Kpp Advisory Services LLC
● SEC registered since 2017CRD 289507SEC# 801-111709Louisville, KY
Reg. AUM
$1.24B
Employees
37
Accounts
3,995
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 $1.2 billion in regulatory assets under management and employs 37 people.
Kpp Advisory Services LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kenneth Alvin O'Neil Control | Member | 50-75% | 2005 |
| Robert Alan Davenport Control | Member/Chief Compliance Officer | 50-75% | 2005 |
Frequently asked questions
How much does Kpp Advisory Services LLC manage?
Kpp Advisory Services LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Kpp Advisory Services LLC have?
Kpp Advisory Services LLC reports 37 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
| Address | 9300 Shelbyville Rd., Suite 1310, Louisville, KY 40222 |
| Phone | 502-394-0400 |
| Fax | 502-394-0414 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.24B▲ 41%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$1.24Bregulatory AUM
Discretionary $1.22BNon-discretionary $22.1M