# Kohlhepp Investment Advisors

Kohlhepp Investment Advisors is a Bank / Wealth / Trust based in Doylestown, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Doylestown, United States
- **Region:** North America
- **Address:** Doylestown, PA, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** kohlheppadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/kohlhepp-investment-advisors-ltd

## Regulatory record

- **CRD number:** 113989
- **SEC file number:** 801-60581
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-24T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/113989

## About

Kohlhepp Investment Advisors is an SEC-registered investment adviser in Doylestown, PA, registered since 2001. The firm manages $205 million in assets on a discretionary basis. It has 6 employees and 3 investment advisers.

## Questions

### Is Kohlhepp Investment Advisors a fiduciary?

Yes. As a registered investment advisor (RIA), the firm has a legal fiduciary duty to place client interests ahead of its own. This means it must disclose conflicts of interest and cannot earn commissions on recommended products—a standard that differs from the suitability standard applied to broker-dealers. The firm's Form ADV filing with the SEC confirms its RIA status.

### What investment philosophy does the firm follow?

Kohlhepp employs a long-term, value-oriented philosophy grounded in fundamental analysis. The firm builds portfolios primarily from low-cost ETFs and mutual funds, emphasizing businesses trading below intrinsic value. It avoids speculative trading and market-timing strategies, focusing instead on tax-efficient, diversified allocations that align with each client's retirement income needs.

### How does the firm structure its client relationships?

The firm operates with a single-advisor model centered on Robert Kohlhepp. Clients receive direct access to the founder rather than being assigned to a junior advisor or team pool. This structure is designed to ensure consistent advice and a single point of accountability—but it also inherently limits the number of relationships the practice can serve.

### Does Kohlhepp Investment Advisors invest client capital in private equity or direct deals?

No. The firm constructs portfolios using publicly traded securities—ETF and mutual fund vehicles—across equity and fixed income markets. It does not invest client capital into private equity funds, direct co-investments, venture capital, or single-asset real estate deals. This approach prioritizes liquidity and transparency over the illiquidity premiums that private markets can offer.

## Related profiles

- [Kohler Company](https://altss.com/profile/kohler-company)
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Last updated: 2026-06-03T20:00:00.000Z

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