Kohlhepp Investment Advisors, Ltd.

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Client assets under management

$202,897,481

Clients

201

15% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,009,440

About

Kohlhepp Investment Advisors, Ltd. is a four-advisor SEC-registered investment advisory firm that serves individuals, high‑net‑worth clients and ERISA plans. The firm provides individualized discretionary and non‑discretionary portfolio management, comprehensive financial planning, and can retain third‑party money managers to implement client allocations.

The firm’s investment process is tailored to each client’s objectives, time horizon and risk tolerance and relies on both fundamental and technical analysis; accounts are reviewed at least annually and clients have electronic access to consolidated reporting through Albridge. Custody and trade execution are typically coordinated through recommended custodians (including Charles Schwab), and the firm conducts periodic reviews of custodial and execution arrangements to assess best execution.

Kohlhepp’s brochure discloses that some of its adviser representatives are also registered representatives of Cambridge Investment Research, Inc. and licensed life insurance agents, and certain individuals participate in Cambridge’s Equity Participation Plan—arrangements that can generate commission or insurance compensation separate from advisory fees and create potential conflicts of interest. The firm also discloses operational features such as the use of standing letters of authorization for third‑party transfers and a practice of requiring use of its recommended custodian for execution, which distinguish it from many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Retirement income strategy

Fee options

Project-based

Up to $450 per hour for Financial Analysis and non-securities advice

Other

Account minimum: $25,000 Minimum fee: Minimum annual fee of $1,000 for Financial Analysis based on assets Fee-only: Hourly fees up to $450 per hour for Financial Analysis and non-securities advice

Main office location

Kohlhepp Investment Advisors, Ltd.

3655 Route 202, Suite 100

Doylestown PA 18902, United States

Number of offices

Most active in

Florida · Louisiana · New Jersey · Pennsylvania · Texas · Virginia

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 Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 215-340-5777

Advisors at this firm

Edward K

ChFC®, Series 63, Series 65

Doylestown, PA

Kohlhepp Investment Advisors, Ltd.

Edward Kohlhepp is the founder and CEO of Kohlhepp Investment Advisors, Ltd. He holds the ChFC® designation and Series 63 and Series 65 licenses, with 56 years of industry experience. He has been with Kohlhepp Investment Advisors since 1998 and has also worked at Cambridge Investment Research since 2004. Kohlhepp serves on the board of the Parvee Foundation. Kohlhepp Investment Advisors, Ltd. serves individual and high-net-worth clients as well as ERISA plans, providing discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm constructs individualized portfolios using fundamental and technical analysis and offers both in-house management and access to third-party money managers, with investment supervision guided by clients’ objectives, time horizons, and risk tolerances.

General retirement planning Retirement income strategy

Todd P

Series 66

Doylestown, PA

Kohlhepp Investment Advisors, Ltd.

Todd Purring is an investment advisor representative at Kohlhepp Investment Advisors, Ltd. with 15 years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Inc. and Kohlhepp Investment Advisors since 2014. Outside of his advisory role, he coaches youth athletics at the Penn Athletics Club. Kohlhepp Investment Advisors serves individual and high-net-worth clients as well as ERISA plans, offering discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm constructs individualized portfolios using fundamental and technical analysis and provides both in-house management and access to third-party money managers.

General retirement planning Retirement income strategy

Edward K

CFP®, Series 63, Series 65

Doylestown, PA

Kohlhepp Investment Advisors, Ltd.

Edward Kohlhepp Jr. is a CFP® with 29 years of industry experience. He is the president and owner of Kohlhepp Investment Advisors, Ltd. and has been associated with the firm since 2000. He also serves as a board member of Men of LaSalle, a nonprofit organization. Kohlhepp Investment Advisors, Ltd. serves individual and high-net-worth clients as well as ERISA plans, providing discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm constructs individualized portfolios using fundamental and technical analysis and offers both in-house management and access to third-party money managers, with account supervision guided by clients’ objectives, time horizons, and risk tolerances.

General retirement planning Retirement income strategy

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