SourcingSourcing

KPP ADVISORY SERVICES LLC

C35
CRD 289507·SEC 801-111709·LOUISVILLE, KY
AUM
$1.24B
$1B+
Est. Revenue
$12.4M
@ 1% on AUM
Est. EBITDA
$3.7M
@ 30% margin
Est. Deal Value
$29.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KPP ADVISORY SERVICES LLC
CRD
289507
SEC file #
801-111709
EIN
852156735
DBA names
—

Economics

AUM
$1.24B
AUM band
$1B+
AUM trajectory
'20'26
$320.9M → $1.24B▲ +287%
Client mix
Individuals Other3,677
Individuals High Net Worth318

Operations

Employees (total)
36
Advisory staff (per ADV)
25
Advisory staff (5-yr trend)
'20'26
16 advisors → 25 advisors▲ +56%
Primary office
LOUISVILLE KY
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
04/07/2026
ADV-W filed at
—
Website
kpp-lpl.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DAVENPORT, ROBERT, ALAN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
DAVENPORT, ROBERT, ALAN
O'NEIL, KENNETH, ALVIN
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
KPP-LPL.COM
Rdap Domain Creation Date
2006-10-23T18:09:04Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
50,654
Form 5500 Compensation Trajectory 3y
202550,654
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
50,654
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0001989349
Edgar Registered
Yes
Edgar Filing Count
14
Edgar First Filing Date
2023-11-14
Edgar Last Filing Date
2026-04-24
Edgar 13f Count
12
Edgar 13f Latest AUM Estimate
Filing Date2026-04-24
Accession0002085853-26-000495

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
26
Bc Firm Active IA Count
26
Bc Firm IAR Count
26
Custodian Candidates
Full
Lpl Financial5
E*trade4
Edgar Addresses
Mailing
9300 SHELBYVILLE RD.SUITE 1310LOUISVILLE, KY 40222
Business
9300 SHELBYVILLE RD.SUITE 1310LOUISVILLE, KY 40222
Edgar EIN
852156735
Edgar Recent Filings
13F-HR2026-04-24 · 0002085853-26-000495
13F-HR2026-02-02 · 0002085853-26-000162
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2034-10-23T18:09:04Z
Rdap Domain Last Changed
2024-10-25T20:33:43Z
Rdap Nameservers
Dns101.register.comDns102.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1988964
Trust Company Affiliate
No

People (26)

26
DAVENPORT, ROBERT, ALAN
IAR · Direct Owner · 62.5%
1988964
O'NEIL, KENNETH, ALVIN
IAR · Direct Owner · 62.5%
4510809
Sara Porter
IAR
7283249
Jacob Geoghegan
IAR
7841993
VICKI LYNN MARCHAND
IAR
4381892
BENJAMIN TYLER HOPPER
IAR
6943605
LADONNA SUE DOWDY
IAR
4915373
Andrew Blandford Cusick
IAR
6693759
Derrick Vickery
IAR
7408049
DAVID CAMPBELL BUGG
IAR
2427658
ANGELA BETH ZACHMAN
IAR
2870160
Aaron D Stonecipher
IAR
6021596
BRUCE CRISMAN ARNOLD
IAR
715254
DAVID H MCILLWAIN
IAR
2903184
WILLIAM LAWSON RALSTON
IAR
4547414
Miles Thomas Moskwa
IAR
7250489
WILLIAM Charles ALLEN
IAR
7982041
ERIC ROBERT POOLE
IAR
6267134
MARTIN LYNN WALTHERS
IAR
2033519
THOMAS MICHAEL WRIGHT
IAR
4772725
Paul Edward Kohlman
IAR
1627664
KYLE PHILIP ROY
IAR
4898839
AUSTIN JORDAN HILL
IAR
6852253
DAVID WHAYNE PORTER
IAR
1003205
MICHAEL JORDAN MCCULLOCH
IAR
5926768
BRADLEY GRAHAM BARNETT
IAR
839777