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| Happy Holidays!! thanks for using AUM13F!! |
| KPP Advisory Services LLC
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| CRD # | 289507 |
| SEC # | 801-111709 |
| CIK # | 0001989349 |
| AUM | $874.3 M (2025-06-24) |
| Employees | 35 (69% Investors, 69% Brokers) |
| Phone | 502-394-0400 |
| Address | 9300 Shelbyville Rd Louisville, KY 40222 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001989349 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 16.6 | ||
| Apple Inc | 14.2 | ||
| Nvidia Corp | 11.5 | ||
| Tesla Motors Inc | 10.5 | ||
| Amazon Com Inc | 10.4 | ||
| MicroStrategy Inc | 6.0 | ||
| J P Morgan Chase & Co | 5.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,235 | 498.5 |
| (b) Individuals (high net worth individuals) | 170 | 375.7 |
| (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 | 3,405 | 874.3 |
| By Discretionary | ||
| Discretionary | 3,227 | 798.4 |
| Non-Discretionary | 178 | 75.8 |
| Total | 3,405 | 874.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 874.3 | |
| Total | 3,405 | 874.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001989349] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capsouth Partners Inc
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|
AL | 0.9 |
|
Navellier & Associates Inc
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|
NV | 0.9 |
|
Sovereign Financial Group Inc
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|
CT | 0.9 |
|
REDW Wealth LLC
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|
NM | 0.9 |
|
Financial Solutions Advisory Group Inc
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|
IL | 0.9 |
|
The Marshall Financial Group Inc
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|
PA | 0.9 |
|
Richard P Slaughter Associates Inc
✚
|
TX | 0.9 |
|
Blankinship & Foster LLC
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|
CA | 0.9 |
|
Brookmont Capital Management LLC
✚
|
TX | 0.9 |
|
Brass Tax Wealth Management Inc
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|
OH | 0.9 |