SourcingSourcing

KOHLHEPP INVESTMENT ADVISORS, LTD.

A66
CRD 113989·SEC 801-60581·DOYLESTOWN, PA
AUM
$204.6M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$614K
@ 30% margin
Est. Deal Value
$4.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KOHLHEPP INVESTMENT ADVISORS, LTD.
CRD
113989
SEC file #
801-60581
EIN
—
DBA names
—

Economics

AUM
$204.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$129.4M → $204.6M▲ +58%
Client mix
Individuals Other170
Individuals High Net Worth31

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
DOYLESTOWN PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
kohlheppadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KOHLHEPP, EDWARD, JOHN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
KOHLHEPP, EDWARD, JOHN
KOHLHEPP, EDWARD, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
KOHLHEPPADVISORS.COM
Rdap Domain Creation Date
1999-04-30T07:50:14Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-30T07:48:40Z
Rdap Domain Last Changed
2022-02-08T21:16:46Z
Rdap Nameservers
Ns47.worldnic.comNs48.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
273292
Trust Company Affiliate
No

People (3)

3
KOHLHEPP, EDWARD, JOSEPH
IAR · Direct Owner · 62.5%
2814743
KOHLHEPP, EDWARD, JOHN
IAR · Direct Owner · 62.5%
273292
PURRING, TODD, ROBERT
IAR · Executive Officer · 2.5%
5267806