$1.2B Total AUM
$1.2B Disc. AUM
-- 3Y CAGR
37 Employees
3,995 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · LPL Financial
- Clients
- Retail
- Platforms
- Foundation bridge
- Established Date
- 09-15-2017
- Office Locations
- 7
Office Locations
1010 Lincoln Avenue Evansville IN
1030 Monarch Street STE 350 Lexington KY
1202 Madison ST Clarksville TN
About KPP Advisory Services LLC
KPP Advisory Services is an independent, LPL-affiliated advisory firm providing investment management and a full range of financial planning services. The team supports retail clients, including business owners and entrepreneurs, using diversified strategies across ETFs, mutual funds, and model portfolios with an emphasis on asset allocation and risk management. The firm also offers client education through its “Coffee With KPP Live!” classroom.
Team overview
45 AVG AGE
$47.7M AVG AUM / ADVISOR
$310.6K AVG AUM / CLIENT
5.8 yrs AVG TENURE
37 Employees
26 Advisory Reps
26 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Pathway quantum Momentum Timber Pathway insight
Client Personas
Legacy Element
Custodian
Delta Value Atlas catalyst Momentum Meridian
Investment Themes
Unison summit Wave radial Pathway delta Capital beacon Foundation signal
Investment Vehicles
Signal foundation Matrix Vector insight
Platform
Foundation
Services
Zenith Vertex peak Element Pathway matrix North catalyst Glacier Legacy Frontier Harbor Timber Catalyst
Technology
Quantum optima
Owner & Executives
ROBERT ALAN DAVENPORT
Chief Compliance Officer
- CRD
- #1988964
- Ownership
- 50% but less than 75%
(748) 557-3051
ridge.quantum@elementcapital.com
in linkedin.com/in/timber-crest
KENNETH ALVIN O'NEIL
Consultant
- CRD
- #4510809
- Ownership
- 50% but less than 75%
(537) 832-7556
frontier.beacon@peakcapital.com
in linkedin.com/in/beacon-focus
Showing 2 of 2 owners & executives
Unlock allContacts
W
WILLIAM Charles ALLEN II
--
- CRD
- #7982041
(355) 457-4720
zenith.meridian@pathwaycapital.com
in linkedin.com/in/glacier-radial
B
BRUCE CRISMAN ARNOLD
--
- CRD
- #715254
(344) 484-7395
vertex.crest@primecapital.com
in linkedin.com/in/frontier-eagle
N
North signal
Harbor north radial
- CRD
- #51080
(677) 355-1244
harbor.beacon@beaconcapital.com
in linkedin.com/in/summit-atlas
Showing 2 of 27 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,218,877,491 | $309,989 |
| Non-Discretionary | $22,134,191 | $351,336 |
| Total | $1,241,011,682 | $310,641 |
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Separately Managed Accounts
Total SMA Asset: $1,241,011,682
Equity - Exchange:
21.6% Public Funds:
11.2% U.S. Government/Agency:
23.1% Municipal Bonds:
25.6% Cash:
18.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $480,036,165 | 21.6% |
| Public Funds | $248,907,641 | 11.2% |
| U.S. Government/Agency | $513,372,010 | 23.1% |
| Municipal Bonds | $568,931,752 | 25.6% |
| Cash | $411,142,087 | 18.5% |
| Total | $2,222,389,655 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM VALUE | HARBOR NORTH | T0F0APFBR | RXBXQ | 1.85% | $83,316,813 |
| RADIAL PIONEER PEAK | SUMMIT HARBOR | T3Q8DJ74F | XKTJ | 12.37% | $24,615,099 |
| OAK VECTOR | OAK WAVE | 9T80N7MUR | JAJ | 8.55% | $76,291,490 |
| MOMENTUM UNISON VECTOR | CREST RADIAL | 9GWHM3S1F | HBMVZ | 9.02% | $30,064,581 |
| ATLAS DELTA | LEGACY OAK | VQEUZATRW | WBLL | 7.60% | $33,743,179 |
| SUMMIT QUANTUM | VITAL HARBOR | NDL1UO0B6 | IGWE | 3.31% | $44,959,051 |
| CAPITAL PATHWAY | BEACON OPTIMA | RWICVCC6S | QPFE | 2.15% | $26,904,393 |
| UNISON FOUNDATION HARBOR | EMBER VITAL | HSQ697AYG | OAH | 3.04% | $64,803,509 |