# KOHLHEPP INVESTMENT ADVISORS, LTD.

KOHLHEPP INVESTMENT ADVISORS, LTD. of DOYLESTOWN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 113989
- Type: SEC-registered investment adviser
- SEC file number: 801-60581
- Location: 3655 ROUTE 202, SUITE 100, DOYLESTOWN, PA, 18902
- Phone: 215-340-5777
- Latest filing: 2026-03-24
- Regulatory AUM: $204.6M
- Discretionary AUM: $204.6M
- Non-discretionary AUM: $35K
- Clients: 6
- Accounts: 836

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Edward John Kohlhepp | FOUNDER; FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER | — |
| Edward Joseph Kohlhepp | PRESIDENT; PRESIDENT & CEO | — |
| KOHLHEPP EDWARD JOHN | FOUNDER, CEO AND CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| MCDONNELL KELLY ANN | CHIEF COMPLIANCE OFFICER | — |
| KOHLHEPP EDWARD JOSEPH | EQUITY OWNER; PRESIDENT | — |
| ROCHE MARY BETH K | DIRECTOR OF OPERATIONS; VICE PRESIDENT | — |
| Todd Robert Purring | ADVISOR & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113989/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113989/similar
- Related entities: https://search.stillhousedata.com/firm/113989/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113989

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.