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KPP ADVISORY SERVICES LLC

Advisory

N·LOUISVILLE, KY

Data as of Mar 20, 2026 · Source: SEC Form ADV

Total AUM
$1.2B
1-Year AUM Growth
-40.4%
3-Year CAGR
+24.1%
Employees
25
Assets Under Management
Total AUM$1.2B
Discretionary AUM$1.2B
Non-Discretionary AUM$22M
Discretionary %98.2%
Total Clients3,405
Team
Total Employees25
Investment Advisers36
Employee Growth (1Y)-4.0%
Filing History
Total Filings on Record22
First FilingAug 18, 2017
Latest FilingMar 20, 2026
🔒 Full AUM trend chart and 22 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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