KOHLHEPP INVESTMENT ADVISORS, LTD.
CRD #113989 SEC #801-60581 DOYLESTOWN, PA 215-340-5777
SEC Registered
Total AUM
$191M
Discretionary
$186.4M
Employees
6
Clients
101
Accounts
898
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $191M | $186.4M | $4.6M | 6 | 1 |
| Oct 2025 | $191M | $186.4M | $4.6M | 6 | 1 |
| Mar 2025 | $191M | $186.4M | $4.6M | 6 | 1 |
| Feb 2024 | $173.2M | $168.4M | $4.8M | 6 | 4 |
| Jan 2024 | $173.2M | $168.4M | $4.8M | 6 | 4 |
| Apr 2023 | $156M | $151.4M | $4.6M | 6 | 3 |
| Mar 2023 | $156M | $151.4M | $4.6M | 6 | 3 |
| Mar 2022 | $190.4M | $183.7M | $6.8M | 6 | 4 |
| Mar 2021 | $163.2M | $158M | $5.1M | 6 | 1 |
| Jun 2020 | $145.9M | $140.2M | $5.7M | 6 | 2 |
| May 2020 | $145.9M | $140.2M | $5.7M | 6 | 2 |
| Mar 2020 | $145.9M | $140.2M | $5.7M | 6 | 2 |
| Aug 2019 | $129.4M | $121.7M | $7.7M | 6 | 1 |
| Mar 2019 | $129.4M | $121.7M | $7.7M | 6 | 1 |
| Sep 2018 | $134.1M | $126.7M | $7.4M | 6 | 1 |
| Mar 2018 | $134.1M | $126.7M | $7.4M | 6 | 1 |
| Mar 2017 | $150.1M | $115.2M | $34.9M | 6 | 300 |
| Mar 2016 | $145.1M | $107.9M | $37.2M | 6 | 300 |
| Feb 2016 | $145.1M | $107.9M | $37.2M | 6 | 300 |
| Mar 2015 | $148.9M | $114.1M | $34.8M | 6 | 200 |
| Feb 2015 | $148.9M | $114.1M | $34.8M | 6 | 200 |
| Feb 2014 | $144.7M | $109.8M | $34.8M | 5 | 200 |
| Aug 2013 | $130.8M | $100.4M | $30.5M | 5 | 200 |
| Mar 2013 | $130.8M | $100.4M | $30.5M | 5 | 200 |
| Jan 2013 | $121.8M | $96.7M | $25.1M | 5 | 200 |
| Mar 2012 | $121.8M | $96.7M | $25.1M | 1 | 200 |
| Mar 2011 | $125.8M | $98.6M | $27.2M | 5 | -- |
| Mar 2011 | $125.8M | $98.6M | $27.2M | 5 | -- |
| Mar 2010 | $113.9M | $106M | $7.9M | 5 | -- |
| Mar 2008 | $133.1M | $77.8M | $55.3M | 5 | -- |
| Mar 2007 | $135.6M | $107.7M | $27.9M | 5 | -- |
| Feb 2007 | $141.7M | $96.7M | $45M | 5 | -- |
| Nov 2006 | $141.7M | $96.7M | $45M | 5 | -- |
| Mar 2004 | $87.9M | $64.3M | $23.6M | 10 | -- |
| Mar 2002 | $58.7M | $42.2M | $16.5M | 5 | -- |
| Sep 2001 | $53.9M | $22.9M | $31M | 5 | -- |
DateDec 2025
Total AUM$191M
Discretionary$186.4M
Non-Disc.$4.6M
Employees6
Clients1
DateOct 2025
Total AUM$191M
Discretionary$186.4M
Non-Disc.$4.6M
Employees6
Clients1
DateMar 2025
Total AUM$191M
Discretionary$186.4M
Non-Disc.$4.6M
Employees6
Clients1
DateFeb 2024
Total AUM$173.2M
Discretionary$168.4M
Non-Disc.$4.8M
Employees6
Clients4
DateJan 2024
Total AUM$173.2M
Discretionary$168.4M
Non-Disc.$4.8M
Employees6
Clients4
DateApr 2023
Total AUM$156M
Discretionary$151.4M
Non-Disc.$4.6M
Employees6
Clients3
DateMar 2023
Total AUM$156M
Discretionary$151.4M
Non-Disc.$4.6M
Employees6
Clients3
DateMar 2022
Total AUM$190.4M
Discretionary$183.7M
Non-Disc.$6.8M
Employees6
Clients4
DateMar 2021
Total AUM$163.2M
Discretionary$158M
Non-Disc.$5.1M
Employees6
Clients1
DateJun 2020
Total AUM$145.9M
Discretionary$140.2M
Non-Disc.$5.7M
Employees6
Clients2
DateMay 2020
Total AUM$145.9M
Discretionary$140.2M
Non-Disc.$5.7M
Employees6
Clients2
DateMar 2020
Total AUM$145.9M
Discretionary$140.2M
Non-Disc.$5.7M
Employees6
Clients2
DateAug 2019
Total AUM$129.4M
Discretionary$121.7M
Non-Disc.$7.7M
Employees6
Clients1
DateMar 2019
Total AUM$129.4M
Discretionary$121.7M
Non-Disc.$7.7M
Employees6
Clients1
DateSep 2018
Total AUM$134.1M
Discretionary$126.7M
Non-Disc.$7.4M
Employees6
Clients1
DateMar 2018
Total AUM$134.1M
Discretionary$126.7M
Non-Disc.$7.4M
Employees6
Clients1
DateMar 2017
Total AUM$150.1M
Discretionary$115.2M
Non-Disc.$34.9M
Employees6
Clients300
DateMar 2016
Total AUM$145.1M
Discretionary$107.9M
Non-Disc.$37.2M
Employees6
Clients300
DateFeb 2016
Total AUM$145.1M
Discretionary$107.9M
Non-Disc.$37.2M
Employees6
Clients300
DateMar 2015
Total AUM$148.9M
Discretionary$114.1M
Non-Disc.$34.8M
Employees6
Clients200
DateFeb 2015
Total AUM$148.9M
Discretionary$114.1M
Non-Disc.$34.8M
Employees6
Clients200
DateFeb 2014
Total AUM$144.7M
Discretionary$109.8M
Non-Disc.$34.8M
Employees5
Clients200
DateAug 2013
Total AUM$130.8M
Discretionary$100.4M
Non-Disc.$30.5M
Employees5
Clients200
DateMar 2013
Total AUM$130.8M
Discretionary$100.4M
Non-Disc.$30.5M
Employees5
Clients200
DateJan 2013
Total AUM$121.8M
Discretionary$96.7M
Non-Disc.$25.1M
Employees5
Clients200
DateMar 2012
Total AUM$121.8M
Discretionary$96.7M
Non-Disc.$25.1M
Employees1
Clients200
DateMar 2011
Total AUM$125.8M
Discretionary$98.6M
Non-Disc.$27.2M
Employees5
Clients--
DateMar 2011
Total AUM$125.8M
Discretionary$98.6M
Non-Disc.$27.2M
Employees5
Clients--
DateMar 2010
Total AUM$113.9M
Discretionary$106M
Non-Disc.$7.9M
Employees5
Clients--
DateMar 2008
Total AUM$133.1M
Discretionary$77.8M
Non-Disc.$55.3M
Employees5
Clients--
DateMar 2007
Total AUM$135.6M
Discretionary$107.7M
Non-Disc.$27.9M
Employees5
Clients--
DateFeb 2007
Total AUM$141.7M
Discretionary$96.7M
Non-Disc.$45M
Employees5
Clients--
DateNov 2006
Total AUM$141.7M
Discretionary$96.7M
Non-Disc.$45M
Employees5
Clients--
DateMar 2004
Total AUM$87.9M
Discretionary$64.3M
Non-Disc.$23.6M
Employees10
Clients--
DateMar 2002
Total AUM$58.7M
Discretionary$42.2M
Non-Disc.$16.5M
Employees5
Clients--
DateSep 2001
Total AUM$53.9M
Discretionary$22.9M
Non-Disc.$31M
Employees5
Clients--