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| KPP Advisory Services LLC
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|---|---|
| CRD # | 289507 |
| SEC # | 801-111709 |
| CIK # | 0001989349 |
| AUM | 1,241.0 M (2026-05-28) |
| Employees | 37 (70% Investors, 70% Brokers) |
| Fees | |
| Minimum | |
| Phone | 502-394-0400 |
| Address | 9300 Shelbyville Rd Louisville, KY 40222 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 17.6 | ||
| Microsoft Corp | 12.7 | ||
| Nvidia Corp | 11.9 | ||
| Tesla Motors Inc | 11.4 | ||
| World Currency Gold Trust | 10.7 | ||
| Amazon Com Inc | 10.2 | ||
| Alphabet Inc | 6.1 | ||
| J P Morgan Chase & Co | 5.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,677 | 729.4 |
| (b) Individuals (high net worth individuals) | 318 | 511.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,995 | 1,241.0 |
| By Discretionary | ||
| Discretionary | 3,932 | 1,218.9 |
| Non-Discretionary | 63 | 22.1 |
| Total | 3,995 | 1,241.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,241.0 | |
| Total | 3,995 | 1,241.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001989349] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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|
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|
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✚
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