Investment adviser · CRD 281169
KHP CAPITAL LLC
Investment adviser filing (IA)
TULSA, OK, United States · Form ADV filed Jun 25, 2018
- Regulatory AUM
- $187M Form ADV · Item 5.F
- Client accounts
- 486 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 45 | $140,607,244 | 75.0% |
| Individuals | 125 | $38,057,972 | 20.3% |
| Corporations & businesses | 2 | $7,940,971 | 4.2% |
| Retirement plans | Fewer than 5 | $853,571 | 0.5% |
Filing source
Form ADV 1225910 · Jun 25, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 25, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
7134 SOUTH YALE, SUITE 500TULSA, OK, 74136, United States
CRD 281169
Filing source
Form ADV 1225910 · Jun 25, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.