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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCDONNELL, KELLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| KOHLHEPP, EDWARD, JOHN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOHLHEPP, EDWARD, JOHN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOHLHEPP, EDWARD, JOHN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOHLHEPP, EDWARD, JOHN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOHLHEPP, EDWARD, JOHN | I | PRESIDENT | E | Control |
| KOHLHEPP, EDWARD, JOHN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOHLHEPP, EDWARD, JOHN | I | PRESIDENT | E | Control |
| KOHLHEPP, EDWARD, JOHN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOHLHEPP, EDWARD, JOHN | I | PRESIDENT | E | Control |
| KOHLHEPP, EDWARD, JOHN | I | PRESIDENT | E | Control |
| KOHLHEPP, EDWARD, JOHN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOHLHEPP, EDWARD, JOHN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOHLHEPP, EDWARD, JOHN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOHLHEPP, EDWARD, JOHN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOHLHEPP, EDWARD, JOHN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOHLHEPP, EDWARD, JOHN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOHLHEPP, EDWARD, JOHN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOHLHEPP, EDWARD, JOHN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOHLHEPP, EDWARD, JOHN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOHLHEPP, EDWARD, JOHN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOHLHEPP, EDWARD, JOHN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOHLHEPP, EDWARD, JOHN | I | FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOHLHEPP, EDWARD, JOHN | I | FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOHLHEPP, EDWARD, JOHN | I | FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOHLHEPP, EDWARD, JOHN | I | FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOHLHEPP, EDWARD, JOHN | I | FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER | E | Control |
| KOHLHEPP, EDWARD, JOHN | I | FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER | D | Control |
| KOHLHEPP, EDWARD, JOHN | I | FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER | D | Control |
| KOHLHEPP, EDWARD, JOHN | I | FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER | D | Control |
| KOHLHEPP, EDWARD, JOHN | I | FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER | D | Control |
| KOHLHEPP, EDWARD, JOHN | I | FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER | D | Control |
| KOHLHEPP, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| KOHLHEPP, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| KOHLHEPP, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| KOHLHEPP, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| KOHLHEPP, EDWARD, JOSEPH | I | PRESIDENT | D | Control |
| KOHLHEPP, EDWARD, JOHN | I | FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER | C | Control |
| KOHLHEPP, EDWARD, JOHN | I | FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER | C | Control |
| KOHLHEPP, EDWARD, JOHN | I | FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER | C | Control |
| KOHLHEPP, EDWARD, JOHN | I | FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER | C | Control |
| KOHLHEPP, EDWARD, JOHN | I | FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER | C | Control |
| KOHLHEPP, EDWARD, JOHN | I | FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER | C | Control |
| KOHLHEPP, EDWARD, JOSEPH | I | PRESIDENT | C | |
| KOHLHEPP, EDWARD, JOSEPH | I | PRESIDENT | C | |
| KOHLHEPP, EDWARD, JOSEPH | I | PRESIDENT | C | |
| KOHLHEPP, EDWARD, JOSEPH | I | PRESIDENT | C | |
| KOHLHEPP, EDWARD, JOSEPH | I | PRESIDENT | C | |
| KOHLHEPP, EDWARD, JOSEPH | I | PRESIDENT | C | |
| KOHLHEPP, EDWARD, JOSEPH | I | EQUITY OWNER | B | |
| KOHLHEPP, EDWARD, JOSEPH | I | EQUITY OWNER | B | |
| KOHLHEPP, EDWARD, JOSEPH | I | EQUITY OWNER | B | |
| KOHLHEPP, EDWARD, JOSEPH | I | EQUITY OWNER | B | |
| KOHLHEPP, EDWARD, JOSEPH | I | EQUITY OWNER | B | |
| KOHLHEPP, EDWARD, JOSEPH | I | EQUITY OWNER | B | |
| KOHLHEPP, EDWARD, JOSEPH | I | EQUITY OWNER | B | |
| KOHLHEPP, EDWARD, JOSEPH | I | EQUITY OWNER | B | |
| KOHLHEPP, EDWARD, JOSEPH | I | EQUITY OWNER | B | |
| KOHLHEPP, EDWARD, JOSEPH | I | EQUITY OWNER | B | |
| KOHLHEPP, EDWARD, JOSEPH | I | PRESIDENT | B | |
| KOHLHEPP, EDWARD, JOSEPH | I | PRESIDENT | B | |
| KOHLHEPP, EDWARD, JOSEPH | I | PRESIDENT | B | |
| KOHLHEPP, EDWARD, JOSEPH | I | PRESIDENT | B | |
| KOHLHEPP, EDWARD, JOSEPH | I | PRESIDENT | B | |
| ROCHE, MARY BETH, K | I | VICE PRESIDENT | B | |
| ROCHE, MARY BETH, K | I | VICE PRESIDENT | B | |
| ROCHE, MARY BETH, K | I | VICE PRESIDENT | B | |
| ROCHE, MARY BETH, K | I | DIRECTOR OF OPERATIONS | B | |
| ROCHE, MARY BETH, K | I | DIRECTOR OF OPERATIONS | B | |
| ROCHE, MARY BETH, K | I | DIRECTOR OF OPERATIONS | B |
Registrations
Federal
IA
Dec 18, 2025 REGISTERED
Notice Filings (12)
AZ DC DE FL LA MA MD NC NJ PA TX VA
Address
3655 ROUTE 202SUITE 100
DOYLESTOWN, PA 18902
United States
Phone: 215-340-5777