KPP Advisory Services LLC
KPP Advisory Services LLC is an SEC-registered investment advisory firm headquartered in Louisville, Kentucky. Founded in 2017, the firm offers personalized, independent financial planning, wealth management, insurance, and employee benefits planning. Serving individuals, families, and businesses, KPP Advisory Services provides a wide range of investment and financial services, maintaining a fiduciary standard that prioritizes clients’ best interests. The firm employs approximately 31 professionals dedicated to tailored strategies and long-term client relationships.
Investment Strategy
KPP Advisory Services LLC takes a tailored, client-focused approach, believing that no single strategy fits all clients. The firm delivers each client undivided attention from planning to execution and ongoing monitoring. They develop strategies to address clients’ individual financial goals and objectives using a wide array of investment options, strive to anticipate and address challenges proactively, and commit to independent, conflict-free advice. Their philosophy centers on relationship building, continual education, and helping clients work toward a meaningful, purpose-driven financial future.
Top Holdings
Equity Positions (306)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQM | INVESCO EXCH TRADED FD TR II | 4.62% | $28.0M | 123,289 | $205.83 | $227.10 | +$12.4M |
Q QQQ | INVESCO QQQ TR | 4.02% | $24.4M | 44,150 | $453.19 | $551.64 | -$3.4M |
I IVV | ISHARES TR | 3.62% | $21.9M | 35,335 | $561.50 | $620.90 | +$2.4M |
X XMHQ | INVESCO EXCHANGE TRADED FD T | 3.05% | $18.5M | 187,923 | $100.53 | $98.24 | +$872.8K |
M MSFT | MICROSOFT CORP | 2.73% | $16.6M | 33,281 | $381.03 | $497.41 | +$4.4M |