Kohlhepp Investment Advisors, Ltd. is an SEC registered investment adviser organized as a corporation with a primary office location in Doylestown, PA. Its latest Form ADV filing, dated March 24, 2026, reports $205M in regulatory assets under management, 6 employees, and 836 accounts.
Assets Under Management
$205M
Employees
6
Offices
--
Total Clients
201
Primary office
DOYLESTOWN, PA
3655 ROUTE 202, SUITE 100, DOYLESTOWN, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.6% of total clients.
Top client categories% of clientsClients
1
Individuals
84.6%
170
2
HNWI
15.4%
31
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$205Mas of March 24, 2026
Discretionary100.0%
$205M
100% of total RAUM100.0%
Non-discretionary0.0%
$35K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$205M
Total Accounts836
10Y AUM Change+$55M (+36.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee34:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.