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KPP ADVISORY SERVICES LLC

CRD 289507 · SEC 801-111709

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9300 SHELBYVILLE RD., SUITE 1310, LOUISVILLE, KY, 40222, United States

Phone

502-394-0400

Fax

502-394-0414

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.24B

Discretionary AUM

$1.22B

Team

37 total employees; 26 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-28

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals3677$729.4M
High net worth individuals318$511.6M

States served

AL, AR, CA, CO, GA, IL, IN, KS, KY, LA, MA, MI, NE, NV, NY, NC, OH, OK, OR, PA, SC, TN, VA, WI, MO, TX, FL

All web addresses on file

Official SEC filing: View on IAPD