Kohlhepp Investment Advisors, Ltd.
Kohlhepp Investment Advisors, Ltd. is an SEC-registered wealth manager in Doylestown, PA with $204.6M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Kohlhepp Investment Advisors, Ltd.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 113989, SEC 801-60581, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $204.6M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Doylestown, PA
- Employees
- 6
- Clients
- 201
- CRD
- 113989
- Ownership
- KOHLHEPP, EDWARD, JOHN; KOHLHEPP, EDWARD, JOSEPH; ROCHE, MARY BETH, K; PURRING, TODD, ROBERT; MCDONNELL, KELLY, ANN
How much AUM does Kohlhepp Investment Advisors, Ltd. have?
Kohlhepp Investment Advisors, Ltd. reported $204.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Kohlhepp Investment Advisors, Ltd.?
Disclosed owners and executives of Kohlhepp Investment Advisors, Ltd. include KOHLHEPP, EDWARD, JOHN, KOHLHEPP, EDWARD, JOSEPH, ROCHE, MARY BETH, K, PURRING, TODD, ROBERT, MCDONNELL, KELLY, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.