KOHLHEPP INVESTMENT ADVISORS, LTD.

Overview

Kohlhepp Investment Advisors, Ltd. is an independent, individual-owned registered investment adviser that has operated since 2001. The firm positions itself as a capital allocator for individual and family clients, offering a mix of financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options, reflecting a flexible approach that accommodates both ongoing wealth management relationships and project-based planning work. Investment activity is concentrated in public investment vehicles, with a clear reliance on mutual funds and public funds as the core building blocks of client portfolios. The firm is not an active ESG investor and does not report multi-state adviser status. Its advisory model emphasizes discretionary management — the firm reports virtually all assets under management as discretionary — while retaining the ability to implement client-directed solutions when required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices