KPP Advisory Services LLC
Firm details
- Headquarters
- Louisville, Kentucky
- CRD number
- 289507
- Registered since
- September 15, 2017
- Website
- www.kpp-lpl.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals58.77%
- HNWI41.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
KPP Advisory Services LLC is an independent registered investment adviser organized as an LLC and operating since 2017. The firm says it allocates capital on behalf of individual and family clients and provides a mix of advisory and brokerage services — it functions as both a registered representative of a broker-dealer and an insurance broker. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting-related services, and educational seminars and workshops. Fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee options. The adviser is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities46%
- Public Funds/Mutual Funds32%
- US Government Bonds10%
- State & Local Bonds5%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Robert Davenport
CEOCRD 1988964
Contacts
3 of 26
Martin Walthers
Investment Adviser RepresentativeCRD 2033519
Kyle Roy
Financial Advisor and Registered RepresentativeCRD 4898839
David Bugg
Investment Advisor RepresentativeCRD 2427658
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 222Active vs passive
$646M in ETFs
71%
$458M
25%
$187M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 ETF (QQQM) | Invesco | Passive | Large Growth | $45.5M | 150,298 | 7.05% |
Location
Louisville, KY
Jefferson
Location
Louisville, KY
Headquartered in Louisville, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- Jefferson
- Address
- 9300 Shelbyville Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Parthenon LLC
RIALouisville, KY
Waycross Partners, LLC
RIALouisville, KY
Barlow Wealth Partners, LLC
RIALouisville, KY
Strategic Wealth Investment Group, LLC
RIALouisville, KY
Cullinan Associates, Inc.
RIALouisville, KY
Harvey Investment Company, LLC
RIALouisville, KY