Kohlhepp Investment Advisors, Ltd.

Kohlhepp Investment Advisors, Ltd. (CRD# 113989) is a financial advisory firm headquartered in Doylestown, PA. They manage $145,859,890 in 921 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    921
    ACCOUNTS
  • Average Account Value
    $158,371
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, FL, LA, MD, NJ, PA, TX, VA

Financial Advisors at Kohlhepp Investment Advisors, Ltd.
Showing 1 - 4 of 4 top financial advisors.
1
Edward J. Kohlhepp
CRD#: 273292
3655 Route 202, Suite 100, Doylestown, PA 18902

Edward Kohlhepp (CRD# 273292) is an Investment Advisor Representative working at Kohlhepp Investment Advisors, Ltd. in Doylestown, PA and has over 26 years of experience in the finance industry. Edward Kohlhepp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Edward J. Kohlhepp
CRD#: 2814743
3655 Route 202, Suite 100, Doylestown, PA 18902

Edward Kohlhepp (CRD# 2814743) is an Investment Advisor Representative working at Kohlhepp Investment Advisors, Ltd. in Doylestown, PA and has over 24 years of experience in the finance industry. Edward Kohlhepp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Todd R. Purring
CRD#: 5267806
3655 Route 202, Suite 100, Doylestown, PA 18902

Todd Purring (CRD# 5267806) is an Investment Advisor Representative working at Kohlhepp Investment Advisors, Ltd. in Doylestown, PA and has over 10 years of experience in the finance industry.

4
Mary Beth K. Roche
CRD#: 5229012
Chapel Hill, NC

Mary Beth Roche (CRD# 5229012) is an Investment Advisor Representative working at Kohlhepp Investment Advisors, Ltd. in Chapel Hill, NC and has over 2 years of experience in the finance industry.

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