CRD: 113989
Kohlhepp Investment Advisors, Ltd.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-07-1999
- Office Locations
- 1
Office Locations
About Kohlhepp Investment Advisors, Ltd.
Kohlhepp Investment Advisors provides comprehensive financial planning and wealth management for pre-retirees, retirees, families, sophisticated individuals, and small business owners. The firm builds customized retirement strategies and supports clients with investment and tax management, income and estate planning, and benefits/insurance analysis, with portfolios incorporating ETFs, mutual funds, and fixed income. Custodied at Charles Schwab.
Team overview
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Investment Themes
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Owner & Executives
EDWARD JOHN KOHLHEPP
Advisor, FOUNDER
- CRD
- #273292
- Ownership
- 50% but less than 75%
EDWARD JOSEPH KOHLHEPP JR
Chief Executive Officer, President
- CRD
- #2814743
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $204,598,780 | $247,999 |
| Non-Discretionary | $35,380 | $3,216 |
| Total | $204,634,160 | $244,778 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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