Kpp Advisory Services LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Louisville, KY. Its latest Form ADV filing, dated April 7, 2026, reports $1.2B in regulatory assets under management, 36 employees, 13 offices, and 3,995 accounts.
Assets Under Management
$1.2B
Employees
36
Offices
13 offices
Total Clients
3,995
Primary office
LOUISVILLE, KY
9300 SHELBYVILLE RD., SUITE 1310, LOUISVILLE, KY, United States
Top client segmentIndividuals represent 92.0% of total clients.
Top client categories% of clientsClients
1
Individuals
92.0%
3,677
2
HNWI
8.0%
318
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of April 7, 2026
Discretionary98.2%
$1.2B
98% of total RAUM98.2%
Non-discretionary1.8%
$22M
2% of total RAUM1.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.2B
Total Accounts3,995
10Y AUM Change+$1.0B (+485.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees36
Clients per Employee111:1
10Y Employee Change+17 (+89.5%)
* 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.