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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

KOHLHEPP INVESTMENT ADVISORS, LTD.

CRD 113989

DOYLESTOWN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:06efd48f-e7ac-2868-90da-390e160995b8

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 14, 2012 to Mar 24, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=3.0
Regulatory AUM: $205MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $205M
Private client RAUM: $203MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $68.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 836
Individual clients: 170
High net worth clients: 31
Custody, client assets: $41.9M
SEC number: 801-60581
CRD: 113989
Filings on the tape: 28
First filed: Mar 14, 2012
Latest filed: Mar 24, 2026
Organised: Corporation, PA
Website: kohlheppadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
EDWARD JOHN KOHLHEPP	Chartered Financial Consultant	DOYLESTOWN, PA	27	32	n/a	yes
EDWARD JOSEPH KOHLHEPP	Certified Financial Planner	DOYLESTOWN, PA	24	29	n/a	yes
TODD ROBERT PURRING	n/a	DOYLESTOWN, PA	12	16	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KOHLHEPP, EDWARD, JOHN	FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER	D	yes	09/1998	Mar 14, 2012	Feb 17, 2024
KOHLHEPP, EDWARD, JOSEPH	President	D	yes	12/2012	Jan 9, 2013	Feb 17, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$205M	$205M	6	3	0	n/a	n/a
2024	Mar 17, 2025	$191M	$186M	6	4	0	n/a	n/a
2023	Jan 23, 2024	$173M	$168M	6	4	0	n/a	n/a
2022	Mar 21, 2023	$156M	$151M	6	4	0	n/a	n/a
2021	Mar 17, 2022	$190M	$184M	6	4	0	n/a	n/a
2020	Mar 10, 2021	$163M	$158M	6	3	0	n/a	n/a
2019	Mar 22, 2020	$146M	$140M	6	3	0	n/a	n/a
2018	Mar 22, 2019	$129M	$122M	6	3	0	n/a	n/a
2017	Mar 28, 2018	$134M	$127M	6	2	0	n/a	n/a
2016	Mar 22, 2017	$150M	$115M	6	2	n/a	n/a	n/a
2015	Feb 24, 2016	$145M	$108M	6	2	n/a	n/a	n/a
2014	Feb 10, 2015	$149M	$114M	6	2	n/a	n/a	n/a
2013	Feb 20, 2014	$145M	$110M	5	2	n/a	n/a	n/a
2012	Mar 18, 2013	$131M	$100M	5	2	n/a	n/a	n/a
2011	Mar 14, 2012	$122M	$96.7M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$205M	$191M	7.1%	$156M	9.5%	6	6	0	0

Relationships

Registered with (4)

← TODD ROBERT PURRINGAdvisorregistration: current employment
Mar 7, 2014 to presentfactForm ADV
← EDWARD JOSEPH KOHLHEPPAdvisorregistration: current employment
Feb 15, 2002 to presentfactForm ADV
← EDWARD JOHN KOHLHEPPAdvisorregistration: current employment
May 7, 1999 to presentfactForm ADV
← MICHAEL KEVIN MCCABEAdvisorregistration: previous registration
May 7, 1999 to Jul 11, 2006factForm ADV

Controls (2)

← KOHLHEPP, EDWARD, JOHNOwnerFOUNDER, CEO AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 14, 2012 to Feb 17, 2024factForm ADV
← KOHLHEPP, EDWARD, JOSEPHOwnerPRESIDENT, ownership code D, individual
Jan 9, 2013 to Feb 17, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:06efd48f-e7ac-2868-90da-390e160995b8
First observed: Mar 14, 2012
Last observed: Mar 24, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KOHLHEPP INVESTMENT ADVISORS, LTD.

CRD 113989

DOYLESTOWN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:06efd48f-e7ac-2868-90da-390e160995b8

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:48 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

EDWARD JOHN KOHLHEPP

Chartered Financial Consultant

DOYLESTOWN, PA

n/a

yes

EDWARD JOSEPH KOHLHEPP

Certified Financial Planner

DOYLESTOWN, PA

n/a

yes

TODD ROBERT PURRING

n/a

DOYLESTOWN, PA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KOHLHEPP, EDWARD, JOHN

FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER

yes

09/1998

Mar 14, 2012

Feb 17, 2024

KOHLHEPP, EDWARD, JOSEPH

President

yes

12/2012

Jan 9, 2013

Feb 17, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$205M

n/a

2024

Mar 17, 2025

$191M

$186M

n/a

2023

Jan 23, 2024

$173M

$168M

n/a

2022

Mar 21, 2023

$156M

$151M

n/a

2021

Mar 17, 2022

$190M

$184M

n/a

2020

Mar 10, 2021

$163M

$158M

n/a

2019

Mar 22, 2020

$146M

$140M

n/a

2018

Mar 22, 2019

$129M

$122M

n/a

2017

Mar 28, 2018

$134M

$127M

n/a

2016

Mar 22, 2017

$150M

$115M

n/a

2015

Feb 24, 2016

$145M

$108M

n/a

2014

Feb 10, 2015

$149M

$114M

n/a

2013

Feb 20, 2014

$145M

$110M

n/a

2012

Mar 18, 2013

$131M

$100M

n/a

2011

Mar 14, 2012

$122M

$96.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$205M

$191M

7.1%

$156M

9.5%