Kohlhepp Investment Advisors, Ltd.

Kohlhepp Investment Advisors, Ltd. is a Registered Investment Adviser established on September 24, 2001, by Edward John Kohlhepp, Sr. and Edward Kohlhepp, Jr. The firm manages client portfolios on an individualized basis, offering both discretionary and non-discretionary investment services. As of December 31, 2023, the firm managed assets totaling $168,393,988 on a discretionary basis and $4,816,718 on a non-discretionary basis. Services include continuous investment advice tailored to client needs, financial planning, and investment management. The firm uses fundamental and technical analysis for securities evaluation, with a focus on individual client objectives, risk tolerance, and liquidity needs. Clients may impose restrictions on their accounts, and the firm does not sponsor wrap fee programs. The minimum investment for accounts is $25,000, with the firm serving individuals, high net worth individuals, and ERISA plans. Fees are negotiable, with financial planning fees not exceeding $450 per hour and asset management fees up to 2.25% annually. The firm is a fiduciary, acting in the best interests of clients, and does not vote client securities or accept custody of client funds. Clients receive quarterly statements from the custodian holding their assets, and the firm conducts annual account reviews. Kohlhepp Investment Advisors, Ltd. does not compensate for client referrals and does not vote proxy statements on behalf of clients.