KPP ADVISORY SERVICES LLC
CRD #289507 SEC #801-111709 LOUISVILLE, KY 502-394-0400
SEC Registered
Total AUM
$874.3M
Discretionary
$798.4M
Employees
35
Clients
--
Accounts
3,405
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $874.3M | $798.4M | $75.8M | 35 | 0 |
| May 2025 | $874.3M | $798.4M | $75.8M | 32 | 0 |
| May 2025 | $874.3M | $798.4M | $75.8M | 32 | 0 |
| Feb 2025 | $874.3M | $798.4M | $75.8M | 33 | 0 |
| Jan 2025 | $880.6M | $774.4M | $106.2M | 36 | 0 |
| Dec 2024 | $880.6M | $774.4M | $106.2M | 36 | 0 |
| Nov 2024 | $880.6M | $774.4M | $106.2M | 33 | 0 |
| Jun 2024 | $880.6M | $774.4M | $106.2M | 33 | 0 |
| Mar 2024 | $880.6M | $774.4M | $106.2M | 33 | 0 |
| Nov 2023 | $1.5B | $1.4B | $44.1M | 31 | 0 |
| Mar 2023 | $1.5B | $1.4B | $44.1M | 31 | 0 |
| Aug 2022 | $934.1M | $820.6M | $113.4M | 32 | 0 |
| Jun 2022 | $934.1M | $820.6M | $113.4M | 32 | 0 |
| Mar 2022 | $934.1M | $820.6M | $113.4M | 32 | 0 |
| Aug 2021 | $433.8M | $414.7M | $19.1M | 22 | 0 |
| May 2021 | $433.8M | $414.7M | $19.1M | 22 | 0 |
| Mar 2021 | $433.8M | $414.7M | $19.1M | 22 | 0 |
| Jun 2020 | $525.7M | $507.2M | $18.5M | 20 | 0 |
| Mar 2020 | $525.7M | $507.2M | $18.5M | 20 | 0 |
| Aug 2019 | $320.9M | $233.9M | $87M | 20 | 0 |
| Mar 2019 | $320.9M | $233.9M | $87M | 20 | 0 |
| Nov 2018 | $272.4M | $246.9M | $25.5M | 20 | 0 |
| Apr 2018 | $272.4M | $246.9M | $25.5M | 20 | 0 |
| Mar 2018 | $272.4M | $246.9M | $25.5M | 20 | 0 |
| Sep 2017 | $211.9M | $155.6M | $56.2M | 19 | 500 |
| Aug 2017 | $211.9M | $155.6M | $56.2M | 19 | 500 |
| Aug 2017 | $211.9M | $155.6M | $56.2M | 19 | 500 |
DateJun 2025
Total AUM$874.3M
Discretionary$798.4M
Non-Disc.$75.8M
Employees35
Clients0
DateMay 2025
Total AUM$874.3M
Discretionary$798.4M
Non-Disc.$75.8M
Employees32
Clients0
DateMay 2025
Total AUM$874.3M
Discretionary$798.4M
Non-Disc.$75.8M
Employees32
Clients0
DateFeb 2025
Total AUM$874.3M
Discretionary$798.4M
Non-Disc.$75.8M
Employees33
Clients0
DateJan 2025
Total AUM$880.6M
Discretionary$774.4M
Non-Disc.$106.2M
Employees36
Clients0
DateDec 2024
Total AUM$880.6M
Discretionary$774.4M
Non-Disc.$106.2M
Employees36
Clients0
DateNov 2024
Total AUM$880.6M
Discretionary$774.4M
Non-Disc.$106.2M
Employees33
Clients0
DateJun 2024
Total AUM$880.6M
Discretionary$774.4M
Non-Disc.$106.2M
Employees33
Clients0
DateMar 2024
Total AUM$880.6M
Discretionary$774.4M
Non-Disc.$106.2M
Employees33
Clients0
DateNov 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$44.1M
Employees31
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$44.1M
Employees31
Clients0
DateAug 2022
Total AUM$934.1M
Discretionary$820.6M
Non-Disc.$113.4M
Employees32
Clients0
DateJun 2022
Total AUM$934.1M
Discretionary$820.6M
Non-Disc.$113.4M
Employees32
Clients0
DateMar 2022
Total AUM$934.1M
Discretionary$820.6M
Non-Disc.$113.4M
Employees32
Clients0
DateAug 2021
Total AUM$433.8M
Discretionary$414.7M
Non-Disc.$19.1M
Employees22
Clients0
DateMay 2021
Total AUM$433.8M
Discretionary$414.7M
Non-Disc.$19.1M
Employees22
Clients0
DateMar 2021
Total AUM$433.8M
Discretionary$414.7M
Non-Disc.$19.1M
Employees22
Clients0
DateJun 2020
Total AUM$525.7M
Discretionary$507.2M
Non-Disc.$18.5M
Employees20
Clients0
DateMar 2020
Total AUM$525.7M
Discretionary$507.2M
Non-Disc.$18.5M
Employees20
Clients0
DateAug 2019
Total AUM$320.9M
Discretionary$233.9M
Non-Disc.$87M
Employees20
Clients0
DateMar 2019
Total AUM$320.9M
Discretionary$233.9M
Non-Disc.$87M
Employees20
Clients0
DateNov 2018
Total AUM$272.4M
Discretionary$246.9M
Non-Disc.$25.5M
Employees20
Clients0
DateApr 2018
Total AUM$272.4M
Discretionary$246.9M
Non-Disc.$25.5M
Employees20
Clients0
DateMar 2018
Total AUM$272.4M
Discretionary$246.9M
Non-Disc.$25.5M
Employees20
Clients0
DateSep 2017
Total AUM$211.9M
Discretionary$155.6M
Non-Disc.$56.2M
Employees19
Clients500
DateAug 2017
Total AUM$211.9M
Discretionary$155.6M
Non-Disc.$56.2M
Employees19
Clients500
DateAug 2017
Total AUM$211.9M
Discretionary$155.6M
Non-Disc.$56.2M
Employees19
Clients500