KOHLHEPP INVESTMENT ADVISORS, LTD.
SEC RegisteredMapping a Path to Your Best Life
About the firm
At Kohlhepp Investment Advisors, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients' individual needs and goals, both short and long-term.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement & Life Planning, Investment & Tax Management, Income & Estate Planning, and Benefits & Insurance Analysis.
Who they serve
Pre-retirees, retirees, families, sophisticated individuals, and business owners at various stages of their investment journey.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 170 | $76M |
| High Net Worth Individuals | 31 | $127M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KOHLHEPP INVESTMENT ADVISORS, LTD. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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