KPP Advisory Services LLC

Overview

KPP Advisory Services LLC is an SEC registered investment adviser based in Louisville, KY, registered since 2017. It reports $1.2B in assets under management across 3,995 accounts, with 37 employees. It has 26 investment adviser representatives.

Reported AUM

$1.2B

Discretionary

98%

Accounts

3,995

Average account

$311K

Employees

37

Advisory reps

26

Registered since

2017

Jurisdictions

27

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Robert Alan Davenport Member, Chief Compliance Officer CRD 1988964
• Kenneth Alvin O'Neil Member CRD 4510809

Advisory reps 3 of 26

• William Charles Allen II Registered Rep · Investment Adviser Rep CRD 7982041
• Bruce Crisman Arnold Insurance Agent · Registered Rep · Investment Adviser Rep CRD 715254
• Bradley Graham Barnett Insurance Agent · Registered Rep · Investment Adviser Rep CRD 839777

23 more advisory reps, with emails, phones and branch locations

Location

Headquarters

9300 Shelbyville Rd Ste 1310
Louisville, KY 40222

County

Jefferson

Metro area

Louisville/Jefferson County, KY-IN

Region

South

Registrations

• SEC registered
• Registered in 27 jurisdictions
• Website: kpp-lpl.com

Every state, with registration dates

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