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Roy Papp & Associates have?","answer":"L. Roy Papp & Associates has 576 clients and manages $1.62 billion for them, as of May 2026. They include 276 high-net-worth individuals, 273 individual clients and 13 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does L. Roy Papp & Associates offer?","answer":"L. Roy Papp & Associates provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does L. Roy Papp & Associates charge?","answer":"L. Roy Papp & Associates charges 0.50%–1.00% a year for its Investment Management Fee. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.","source":"L. ROY PAPP PART 2A MAY 2026, filed 27 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does L. Roy Papp & Associates use?","answer":"L. Roy Papp & Associates’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.39B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does L. Roy Papp & Associates have?","answer":"L. Roy Papp & Associates has 10 investment adviser representatives registered with state securities authorities, out of 10 employees, and 10 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does L. Roy Papp & Associates invest in?","answer":"At the end of its last fiscal year, L. Roy Papp & Associates’ separately managed accounts held 60% exchange-traded equities, 16% U.S. government and agency bonds, 15% cash and equivalents, 8% registered funds (mutual funds, ETFs, BDCs) and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns L. Roy Papp & Associates?","answer":"L. Roy Papp & Associates’ direct owners are Harry Papp (50% to 75%), Rosellen Papp (10% to 25%) and Jeffrey Edwards (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 27 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does L. Roy Papp & Associates get paid?","answer":"L. Roy Papp & Associates is paid through a percentage of assets under management. 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is L. Roy Papp & Associates registered with the SEC?","answer":"Yes, L. Roy Papp & Associates has been registered with the SEC as an investment adviser since 1 October 1989. 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