Kohlhepp Investment Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Kohlhepp Investment Advisors reports 201 clients. They include 170 individual clients and 31 high-net-worth individuals. Nearly all assets ($205M across 825 accounts) are managed with discretion; $35.4K across 11 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 85% | 37% |
| High-net-worth individuals | 15% | 62% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 170 | $76.2M | 37.2% | $448K |
| High-net-worth individuals | 31 | $127M | 61.9% | $4.09M |
| Pension and profit-sharing plans | Fewer than 5 | $1.74M | 0.8% | — |
| Total | 201 | $205M | 100% | — |
- Clients
- 170
- Regulatory AUM
- $76.2M
- AUM share
- 37.2%
- Avg. per client
- $448K
- Clients
- 31
- Regulatory AUM
- $127M
- AUM share
- 61.9%
- Avg. per client
- $4.09M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.74M
- AUM share
- 0.8%
- Avg. per client
- —
Total
- Clients
- 201
- Regulatory AUM
- $205M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Kohlhepp Investment Advisors charges up to 2.25% a year for its Asset management fee. The fee is billed in advance, is negotiable and requires an account of at least $25,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial analysis and planning
- Financial analysis and non-securities planning advice are billed at up to $450 an hour; the fee is negotiable.
- Financial plan percentage fee
- On some occasions a fee based on the percentage of assets in the financial plan is charged, not to exceed 2.5%, with a $1,000 minimum annual fee.
Edward Kohlhepp owns 50% to 75% of Kohlhepp Investment Advisors. The leadership team of Kohlhepp Investment Advisors includes President Edward Kohlhepp and Chief Compliance Officer Todd Purring. It has 6 employees, 3 of them in advisory roles.
Staff
- 6 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 broker-dealer reps
- 2 insurance agents
- Owns 50% to 75% of Kohlhepp Investment Advisors, LTD.
Edward Kohlhepp
Control person · since September 1998
Kohlhepp Investment Advisors’ regulatory assets grew from $163M (March 2021) to $205M (March 2026); clients fell from 327 to 201 and employees were 6 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $205M | 201 | 6 | 1 |
| Mar 2025March 2025 | $191M | 307 | 6 | 1 |
| Feb 2024February 2024 | $173M | 318 | 6 | 1 |
| Apr 2023April 2023 | $156M | 318 | 6 | 1 |
| Mar 2022March 2022 | $190M | 324 | 6 | 1 |
| Mar 2021March 2021 | $163M | 327 | 6 | 1 |
Besides its headquarters, Kohlhepp Investment Advisors has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 3655 Route 202, Suite 100, DoylestownHQ
Contact and registration details
- Legal name
- Kohlhepp Investment Advisors, LTD.
- Headquarters
- 3655 Route 202, Suite 100, Doylestown, PA 18902
- Website
- kohlheppadvisors.com
- Phone
- 215-340-5777
- SEC file
- 801-60581
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Kohlhepp Investment Advisors’ named custodian for separately managed accounts is Charles Schwab ($186M). Kohlhepp Investment Advisors has custody of $41.9M for 151 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $186M100%
At year end, Kohlhepp Investment Advisors’ separately managed accounts were mostly in funds (71%) and cash (13%).
What the accounts hold
- Stocks11%
- Funds71%
- Bonds6%
- Cash13%
- Other1%
- Derivatives1%
How many clients does Kohlhepp Investment Advisors have?
Kohlhepp Investment Advisors has 201 clients and manages $205 million for them, as of March 2026. They include 170 individual clients and 31 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Kohlhepp Investment Advisors offer?
Kohlhepp Investment Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Kohlhepp Investment Advisors charge?
Kohlhepp Investment Advisors charges up to 2.25% a year for its Asset management fee. The fee is billed in advance, is negotiable and requires an account of at least $25,000.
Source: KOHLHEPP INVESTMENT ADVISORS, LTD. AMENDED FORM ADV, PART 2A., filed 23 March 2026
Which custodians does Kohlhepp Investment Advisors use?
Kohlhepp Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $186M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Kohlhepp Investment Advisors have?
Kohlhepp Investment Advisors has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kohlhepp Investment Advisors invest in?
At the end of its last fiscal year, Kohlhepp Investment Advisors’ separately managed accounts held 71% registered funds (mutual funds, ETFs, BDCs), 13% cash and equivalents, 11% exchange-traded equities, 6% investment grade corporate bonds and 1% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Kohlhepp Investment Advisors have a minimum investment?
Yes, Kohlhepp Investment Advisors’ minimum account size for its Asset management fee is $25K.
Source: KOHLHEPP INVESTMENT ADVISORS, LTD. AMENDED FORM ADV, PART 2A., filed 23 March 2026
Who owns Kohlhepp Investment Advisors?
Kohlhepp Investment Advisors’ direct owner is Edward Kohlhepp (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Kohlhepp Investment Advisors get paid?
Kohlhepp Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Kohlhepp Investment Advisors?
Kohlhepp Investment Advisors’ main office is at 3655 Route 202, Suite 100, Doylestown, PA 18902. Its phone number is 215-340-5777. Its website is kohlheppadvisors.com.
