Kpp Advisory Services Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 3,995
- Avg AUM / client
- $311K
- Accounts
- 3,995
- Employees
- 37
AUM over time
Annual snapshots from Form ADV filings · as of May 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3,677 | $729M | 58.8% |
| High net worth individuals | 318 | $512M | 41.2% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Dmlo 401 K Retirement Plan Deming, Malone, Livesay & Ostroff | 2024 | |
| Bamboo Health 401(k) Savings Plan Bamboo Health, Inc. | 2024 | |
| One Pediatrics, Pllc 401(k) Retirement Savings Plan One Pediatrics, Pllc | 2024 |
People (27)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Alan Davenport | Member | CFP | May 2005 (21y) | 50% – 75% |
| Kenneth Alvin O'neil | Member | Oct 2005 (21y) | 50% – 75% | |
| William Lawson Ralston | Registered representative | CFP | Oct 2017 (9y) | |
| Eric Robert Poole | Registered representative | CFP | Oct 2017 (9y) | |
| Martin Lynn Walthers | Registered representative | Oct 2017 (9y) | ||
| Michael Jordan Mcculloch | Registered representative | Oct 2017 (9y) | ||
| Vicki Lynn Marchand | Registered representative | Oct 2017 (9y) | ||
| Bradley Graham Barnett | Registered representative | CFP | Oct 2017 (9y) | |
| Thomas Michael Wright | Registered representative | Oct 2017 (9y) | ||
| David Whayne Porter | Registered representative | CFP | Nov 2017 (9y) | |
| Benjamin Tyler Hopper | Registered representative | Sep 2019 (7y) | ||
| Kyle Philip Roy | Registered representative | Sep 2020 (6y) | ||
| Sara Porter | Registered representative | Jan 2021 (6y) | ||
| Austin Jordan Hill | Registered representative | CFP | Jun 2021 (5y) | |
| Derrick Vickery | Registered representative | Aug 2021 (5y) | ||
| Andrew Blandford Cusick | Registered representative | Dec 2021 (5y) | ||
| Ladonna Sue Dowdy | Registered representative | Mar 2022 (4y) | ||
| Miles Thomas Moskwa | Registered representative | CFP | Apr 2023 (3y) | |
| Paul Edward Kohlman | Registered representative | Chartered Financial Consultant | Oct 2023 (3y) | |
| Aaron D Stonecipher | Registered representative | Mar 2024 (2y) | ||
| David Campbell Bugg | Registered representative | Mar 2024 (2y) | ||
| Angela Beth Zachman | Registered representative | Mar 2024 (2y) | ||
| Bruce Crisman Arnold | Registered representative | CFP | Jan 2025 (2y) | |
| David H Mcillwain | Registered representative | Jan 2025 (2y) | ||
| Jacob Geoghegan | Registered representative | Jul 2025 (1y) | ||
| William Charles Allen | Registered representative | Feb 2026 (0y) | ||
| Austin Z Schneller | Registered representative | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Dmlo 401 K Retirement Plan | Deming, Malone, Livesay & Ostroff | 148 | $23.8M | 01/01/2024 |
| Bamboo Health 401(k) Savings Plan | Bamboo Health, Inc. | 440 | $49.0M | 01/01/2024 |
| One Pediatrics, Pllc 401(k) Retirement Savings Plan | One Pediatrics, Pllc | 44 | $7.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/28/2026 | 961 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- LPL Financial $1.1B (88% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 28, 2026.
View current Form ADV (SEC/IAPD) ↗