Edward Kohlhepp has been Founder of Kohlhepp Investment Advisors since September 1998, is a control person of the firm and directly owns between 50% and 75% of it. Edward Kohlhepp holds a Bachelor of Science in Accounting from LaSalle University and a Master of Business Administration from Temple University.
Kohlhepp Investment Advisors, LTD. is a Doylestown, PA firm with $205M under management, 201 clients and 3 advisers in one office, as of its March 2026 filing.
Edward J. Kohlhepp, Sr. is Founder of Kohlhepp Investment Advisors, Ltd., based in Doylestown, Pennsylvania. He obtained his first license in the industry in 1969. He previously served as Senior Associate Professor at Bucks County Community College, teaching Accounting, Finance and Statistics. As he continues his transition into retirement, he has taken on a senior administrative role at the firm.
- – present · 27 yearsDoylestown, PA · Adviser representative · Firm CRD 113989
Investment adviser representative registrations
Edward Kohlhepp is registered as an investment adviser representative in 2 states. The first approvals date from May 1999; the most recent is Texas, in February 2007.
- PennsylvaniaSince 7 May 1999
- TexasSince 2 February 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 2 January 2023 |
| Series 7TO | General Securities Representative Examination | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 18 October 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 September 1994 |
| Series 00 | General Securities Principal Examination | 2 October 1972 |
| Series 1 | Registered Representative Examination | 24 March 1969 |
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- Registered Representative Examination
- Full name
- Edward John Kohlhepp
- CRD
- 273292
- Firm
- Kohlhepp Investment Advisors · CRD 113989
- Role
- Founder
- Office
- 3655 ROUTE 202, SUITE 100, Doylestown, PA 18902
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 1969
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- kohlheppadvisors.com
Where does Edward Kohlhepp work?
Edward Kohlhepp has been Founder of Kohlhepp Investment Advisors, LTD. since September 1998, and is a control person of the firm.
Is Edward Kohlhepp a financial advisor?
Yes. Edward Kohlhepp has a current investment-adviser registration in Pennsylvania and Texas, through Kohlhepp Investment Advisors since May 1999.
How many years of experience does Edward Kohlhepp have?
Edward Kohlhepp has 57 years in the financial industry, since March 1969, across 1 adviser firm.
What exams has Edward Kohlhepp passed?
Edward Kohlhepp has passed 7 licensing exams: the Series 1, Series 00, Series 63, Series 65, Series 24, Series 7TO and Series 99TO. The earliest, the Series 1, was passed in March 1969. FINRA credited Edward Kohlhepp with the SIE, which began in October 2018.
Where is Edward Kohlhepp based?
Edward Kohlhepp’s registered office is in Doylestown, PA.
Is Edward Kohlhepp registered with FINRA?
Yes. Edward Kohlhepp has a current broker registration, under CRD 273292.
Source: FINRA BrokerCheck
How can I verify Edward Kohlhepp’s record?
Search CRD 273292 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Edward Kohlhepp’s full registration record.
