Klopp Investment Management LLC

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Client assets under management

$95,490,312

Clients

19% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,072,925

About

Klopp Investment Management LLC provides discretionary portfolio management and financial planning services primarily to individual clients, including high‑net‑worth individuals. The firm manages investment accounts and delivers ongoing advisory services tailored to each client's objectives.

Klopp generally charges fees based on a percentage of assets under management and conducts periodic reviews to monitor portfolios and adjust allocations as client needs change. The firm implements customized investment strategies and executes trades in line with clients' risk profiles and investment guidelines.

What distinguishes Klopp from many peers is that it advertises historical performance results to prospective clients, a practice that is uncommon among similar advisers. With two advisors managing just under 90 client relationships and approximately $110 million in assets, the firm combines a small‑advisor structure with publicly disclosed performance information.

Client services

Portfolio management

Main office location

Klopp Investment Management LLC

526 Superior Ave E, Ste 360

Cleveland OH 44114-1998, United States

Number of offices

Most active in

Georgia · Illinois · Ohio · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 216-566-1100

Advisors at this firm

John K

Series 63, Series 65

Cleveland, OH

Klopp Investment Management LLC

John Klopp is a financial advisor with Klopp Investment Management LLC in Cleveland, Ohio, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Klopp Investment Management since its founding in 2005. Klopp Investment Management LLC provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, managing approximately $108 million across about 94 client relationships. The firm emphasizes portfolio management with disclosed performance results, a practice that is relatively uncommon among supported firms.

Walter M

Series 63, Series 65

Cleveland, OH

Klopp Investment Management LLC

Walter Manns Jr. is a financial advisor with Klopp Investment Management LLC in Cleveland, OH, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His work history includes roles at TRPC Advisory Services, Capital City Securities LLC, and Capital City Asset Management LLC. Klopp Investment Management LLC provides investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm manages approximately $108 million across about 94 client relationships and is noted for including performance disclosures in its client materials, a practice uncommon among supported firms.

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