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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

KPP ADVISORY SERVICES LLC

CRD 289507

LOUISVILLE, KY

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:508a0a6b-a359-d772-8bd8-7e67d14ae2e7

Data as of May 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 33
Dated events: 9
On other graphs: 0
Observed: Aug 18, 2017 to May 28, 2026
30 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=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=26.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-05-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $1.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 27
RAUM per advisor: $46.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 37
Advisory employees: 26
Offices: 13Schedule D 1.F, beyond the principal office
Accounts: 3,995
Individual clients: 3,677
High net worth clients: 318
Custody, client assets: $37.7M
SEC number: 801-111709
CRD: 289507
Filings on the tape: 30
First filed: Aug 18, 2017
Latest filed: May 28, 2026
Organised: Limited Liability Company, KY
Website: kpp-lpl.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 27

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARTIN LYNN WALTHERS	n/a	LOUISVILLE, KY	18	26	1	yes
WILLIAM LAWSON RALSTON	Certified Financial Planner	LOUISVILLE, KY	8	24	2	yes
ROBERT ALAN DAVENPORT	Certified Financial Planner	LOUISVILLE, KY	8	36	1	yes
KENNETH ALVIN O'NEIL	n/a	LOUISVILLE, KY	8	24	n/a	yes
VICKI LYNN MARCHAND	n/a	LOUISVILLE, KY	8	25	1	yes
MICHAEL JORDAN MCCULLOCH	n/a	LOUISVILLE, KY	8	15	2	yes
ERIC ROBERT POOLE	Certified Financial Planner	LOUISVILLE, KY	8	12	n/a	yes
THOMAS MICHAEL WRIGHT	n/a	LOUISVILLE, KY	8	22	3	yes
BRADLEY GRAHAM BARNETT	Certified Financial Planner	LOUISVILLE, KY	8	44	3	yes
DAVID WHAYNE PORTER	Certified Financial Planner	LOUISVILLE, KY	8	28	1	yes
BENJAMIN TYLER HOPPER	n/a	LOUISVILLE, KY	6	11	n/a	yes
KYLE PHILIP ROY	n/a	Evansville, IN \| Clarksville, TN \| LOUISVILLE, KY	5	21	n/a	yes
Sara Porter	n/a	LOUISVILLE, KY	5	22	n/a	yes
AUSTIN JORDAN HILL	Certified Financial Planner	LOUISVILLE, KY	5	12	1	yes
Derrick Vickery	n/a	LOUISVILLE, KY \| Somerset, KY	5	15	n/a	yes
Andrew Blandford Cusick	n/a	LOUISVILLE, KY \| Bowling Green, KY	4	12	n/a	yes
LADONNA SUE DOWDY	n/a	Clarksville, TN \| LOUISVILLE, KY	4	21	2	yes
Miles Thomas Moskwa	Certified Financial Planner	LOUISVILLE, KY	3	12	n/a	yes
Paul Edward Kohlman	Chartered Financial Consultant	Evansville, IN	2	39	1	yes
Aaron D Stonecipher	n/a	LOUISVILLE, KY	2	14	n/a	yes
DAVID CAMPBELL BUGG	n/a	LOUISVILLE, KY	2	32	3	yes
ANGELA BETH ZACHMAN	n/a	LOUISVILLE, KY	2	29	2	yes
BRUCE CRISMAN ARNOLD	Certified Financial Planner	LOUISVILLE, KY \| Hendersonville, TN	1	45	1	yes
DAVID H MCILLWAIN	n/a	LOUISVILLE, KY \| Hendersonville, TN	1	29	1	yes
Jacob Geoghegan	Certified Financial Planner	LOUISVILLE, KY	1	12	n/a	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
DAVENPORT, ROBERT, ALAN	MEMBER/CHIEF COMPLIANCE OFFICER	D	yes	05/2005	May 28, 2026	May 28, 2026
O'NEIL, KENNETH, ALVIN	Member	D	yes	10/2005	May 28, 2026	May 28, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Evansville	In	United States	1	yes
Indianapolis	In	United States	1	no
BOWLING GREEN	Ky	United States	1	yes
Lexington	Ky	United States	1	yes
Louisville	Ky	United States	1	yes
Somerset	Ky	United States	1	yes
Clarksville	Tn	United States	1	yes
n/a	n/a	n/a	1	yes

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; showing 9 of 11

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 7, 2026	$1.2B	$1.2B	36	25	13	n/a	n/a
2024	Feb 10, 2025	$874M	$798M	33	22	13	n/a	n/a
2023	Mar 26, 2024	$881M	$774M	33	25	13	n/a	n/a
2022	Mar 29, 2023	$1.5B	$1.4B	31	23	12	n/a	n/a
2021	Mar 23, 2022	$934M	$821M	32	21	6	n/a	n/a
2020	Mar 30, 2021	$434M	$415M	22	18	2	n/a	n/a
2019	Mar 30, 2020	$526M	$507M	20	16	2	n/a	n/a
2018	Mar 25, 2019	$321M	$234M	20	16	1	n/a	n/a
2017	Mar 29, 2018	$272M	$247M	20	17	1	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
1	0	1	0.0%	0	0	0	7	1

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	$1.2B	$874M	42.0%	$1.5B	-5.6%	37	33	13	13

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FSC SECURITIES CORPORATION	2	Nov 5, 2019	Jan 21, 2025	NASHVILLE, TN	Team lift out	Ibd to RIA	0.4%

Relationships

Registered with (30)

← AUSTIN Z SCHNELLERAdvisorregistration: current employment
May 22, 2026 to presentfactForm ADV
← WILLIAM Charles ALLENAdvisorregistration: current employment
Feb 4, 2026 to presentfactForm ADV
← Jacob GeogheganAdvisorregistration: current employment
Jul 17, 2025 to presentfactForm ADV
← DAVID H MCILLWAINAdvisorregistration: current employment
Jan 21, 2025 to presentfactForm ADV
← BRUCE CRISMAN ARNOLDAdvisorregistration: current employment
Jan 14, 2025 to presentfactForm ADV
← ANGELA BETH ZACHMANAdvisorregistration: current employment
Mar 22, 2024 to presentfactForm ADV
← DAVID CAMPBELL BUGGAdvisorregistration: current employment
Mar 20, 2024 to presentfactForm ADV
← Aaron D StonecipherAdvisorregistration: current employment
Mar 5, 2024 to presentfactForm ADV
← Paul Edward KohlmanAdvisorregistration: current employment
Oct 2, 2023 to presentfactForm ADV
← Miles Thomas MoskwaAdvisorregistration: current employment
Apr 24, 2023 to presentfactForm ADV
← LADONNA SUE DOWDYAdvisorregistration: current employment
Mar 18, 2022 to presentfactForm ADV
← Andrew Blandford CusickAdvisorregistration: current employment
Dec 20, 2021 to presentfactForm ADV
← Derrick VickeryAdvisorregistration: current employment
Aug 10, 2021 to presentfactForm ADV
← AUSTIN JORDAN HILLAdvisorregistration: current employment
Jun 18, 2021 to presentfactForm ADV
← Sara PorterAdvisorregistration: current employment
Jan 21, 2021 to presentfactForm ADV
← KYLE PHILIP ROYAdvisorregistration: current employment
Sep 21, 2020 to presentfactForm ADV
← BENJAMIN TYLER HOPPERAdvisorregistration: current employment
Sep 30, 2019 to presentfactForm ADV
← DAVID WHAYNE PORTERAdvisorregistration: current employment
Nov 13, 2017 to presentfactForm ADV
← THOMAS MICHAEL WRIGHTAdvisorregistration: current employment
Oct 10, 2017 to presentfactForm ADV
← BRADLEY GRAHAM BARNETTAdvisorregistration: current employment
Oct 10, 2017 to presentfactForm ADV
← MARTIN LYNN WALTHERSAdvisorregistration: current employment
Oct 9, 2017 to presentfactForm ADV
← VICKI LYNN MARCHANDAdvisorregistration: current employment
Oct 9, 2017 to presentfactForm ADV
← MICHAEL JORDAN MCCULLOCHAdvisorregistration: current employment
Oct 9, 2017 to presentfactForm ADV
← ERIC ROBERT POOLEAdvisorregistration: current employment
Oct 9, 2017 to presentfactForm ADV
← ROBERT ALAN DAVENPORTAdvisorregistration: current employment
Oct 6, 2017 to presentfactForm ADV
← KENNETH ALVIN O'NEILAdvisorregistration: current employment
Oct 6, 2017 to presentfactForm ADV
← WILLIAM LAWSON RALSTONAdvisorregistration: current employment
Oct 5, 2017 to presentfactForm ADV
← PAUL DAVID SLAUGHTERAdvisorregistration: previous registration
May 13, 2024 to May 8, 2025factForm ADV
← NOAH POLKAdvisorregistration: previous registration
Dec 17, 2020 to Jan 29, 2021factForm ADV
← ANDREW JEFFREY SOUTHWORTHAdvisorregistration: previous registration
Oct 5, 2017 to Oct 18, 2018factForm ADV

Moved with (1)

← FSC SECURITIES CORPORATIONRegistered adviser2 advisors, team lift out, same day
Nov 5, 2019 to Jan 21, 2025factForm ADV

Controls (2)

← DAVENPORT, ROBERT, ALANOwnerMEMBER, ownership code D, individual
Aug 18, 2017 to Dec 9, 2024factForm ADV
← O'NEIL, KENNETH, ALVINOwnerMEMBER, ownership code D, individual
Aug 18, 2017 to Dec 9, 2024factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 20, 2026
Regulatory AUM changed
Kpp Advisory Services Llc reported RAUM $1.2B, up 42% from $874.3M (2025-06-24 to 2026-03-20)
Form ADVobserved 5 days ago
$367M
Occurred
May 8, 2025
Advisor changed firm
Paul David Slaughter left Kpp Advisory Services Llc for Lpl Financial Llc (registered 2025-08-18)
Form ADVobserved 5 days ago
Occurred
Mar 26, 2024
Regulatory AUM changed
Kpp Advisory Services Llc reported RAUM $880.6M, down 40% from $1.5B (2023-11-22 to 2024-03-26)
Form ADVobserved 5 days ago
$-596M
Occurred
Mar 29, 2023
Regulatory AUM changed
Kpp Advisory Services Llc reported RAUM $1.5B, up 58% from $934.1M (2022-08-23 to 2023-03-29)
Form ADVobserved 5 days ago
$542M
Occurred
Mar 23, 2022
Regulatory AUM changed
Kpp Advisory Services Llc reported RAUM $934.1M, up 115% from $433.8M (2021-08-30 to 2022-03-23)
Form ADVobserved 5 days ago
$500M
Occurred
Mar 30, 2020
Regulatory AUM changed
Kpp Advisory Services Llc reported RAUM $525.7M, up 64% from $320.9M (2019-08-05 to 2020-03-30)
Form ADVobserved 5 days ago
$205M
Occurred
Aug 18, 2017
First Form ADV filing
Kppartners Advisory Services, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 2 bookkeeping events

Occurred
Mar 29, 2023
Kpp Advisory Services Llc reported 12 offices beyond its principal office, up from 6 (2022-08-23 to 2023-03-29)
Occurred
Mar 29, 2018
Kpp Advisory Services Llc reported 17 state-registered advisory representatives, up from 0 (2017-09-28 to 2018-03-29)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:508a0a6b-a359-d772-8bd8-7e67d14ae2e7
First observed: Aug 18, 2017
Last observed: May 28, 2026 3 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.

KPP ADVISORY SERVICES LLC

CRD 289507

LOUISVILLE, KY

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:508a0a6b-a359-d772-8bd8-7e67d14ae2e7

Data as of May 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:40 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARTIN LYNN WALTHERS

n/a

LOUISVILLE, KY

yes

WILLIAM LAWSON RALSTON

Certified Financial Planner

LOUISVILLE, KY

yes

ROBERT ALAN DAVENPORT

Certified Financial Planner

LOUISVILLE, KY

yes

KENNETH ALVIN O'NEIL

n/a

LOUISVILLE, KY

n/a

yes

VICKI LYNN MARCHAND

n/a

LOUISVILLE, KY

yes

MICHAEL JORDAN MCCULLOCH

n/a

LOUISVILLE, KY

yes

ERIC ROBERT POOLE

Certified Financial Planner

LOUISVILLE, KY

n/a

yes

THOMAS MICHAEL WRIGHT

n/a

LOUISVILLE, KY

yes

BRADLEY GRAHAM BARNETT

Certified Financial Planner

LOUISVILLE, KY

yes

DAVID WHAYNE PORTER

Certified Financial Planner

LOUISVILLE, KY

yes

BENJAMIN TYLER HOPPER

n/a

LOUISVILLE, KY

n/a

yes

KYLE PHILIP ROY

n/a

Evansville, IN | Clarksville, TN | LOUISVILLE, KY

n/a

yes

Sara Porter

n/a

LOUISVILLE, KY

n/a

yes

AUSTIN JORDAN HILL

Certified Financial Planner

LOUISVILLE, KY

yes

Derrick Vickery

n/a

LOUISVILLE, KY | Somerset, KY

n/a

yes

Andrew Blandford Cusick

n/a

LOUISVILLE, KY | Bowling Green, KY

n/a

yes

LADONNA SUE DOWDY

n/a

Clarksville, TN | LOUISVILLE, KY

yes

Miles Thomas Moskwa

Certified Financial Planner

LOUISVILLE, KY

n/a

yes

Paul Edward Kohlman

Chartered Financial Consultant

Evansville, IN

yes

Aaron D Stonecipher

n/a

LOUISVILLE, KY

n/a

yes

DAVID CAMPBELL BUGG

n/a

LOUISVILLE, KY

yes

ANGELA BETH ZACHMAN

n/a

LOUISVILLE, KY

yes

BRUCE CRISMAN ARNOLD

Certified Financial Planner

LOUISVILLE, KY | Hendersonville, TN

yes

DAVID H MCILLWAIN

n/a

LOUISVILLE, KY | Hendersonville, TN

yes

Jacob Geoghegan

Certified Financial Planner

LOUISVILLE, KY

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DAVENPORT, ROBERT, ALAN

MEMBER/CHIEF COMPLIANCE OFFICER

yes

05/2005

May 28, 2026

O'NEIL, KENNETH, ALVIN

Member

yes

10/2005

May 28, 2026

City

State

Country

Employees

Also broker-dealer

Evansville

United States

yes

Indianapolis

United States

BOWLING GREEN

United States

yes

Lexington

United States

yes

Louisville

United States

yes

Somerset

United States

yes

Clarksville

United States

yes

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 7, 2026

$1.2B

n/a

2024

Feb 10, 2025

$874M

$798M

n/a

2023

Mar 26, 2024

$881M

$774M

n/a

2022

Mar 29, 2023

$1.5B

$1.4B

n/a

2021

Mar 23, 2022

$934M

$821M

n/a

2020

Mar 30, 2021

$434M

$415M

n/a

2019

Mar 30, 2020

$526M

$507M

n/a

2018

Mar 25, 2019

$321M

$234M

n/a

2017

Mar 29, 2018

$272M

$247M

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

$1.2B

$874M

42.0%

$1.5B

-5.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FSC SECURITIES CORPORATION

Nov 5, 2019

Jan 21, 2025

NASHVILLE, TN

Team lift out

Ibd to RIA

0.4%