Khp Capital LLC is a large advisory firm based in Tulsa. It manages $187.46 million of regulatory assets for 486 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, Colorado, Florida, and 5 other states.
Khp Capital provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Khp Capital LLC is $187.46 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Khp Capital LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Khp Capital is high net worth individuals with 45 clients and $140.61 million of assets under management. Among the 9 most similar advisory firms, Khp Capital has the 4th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $186.61 million for 172 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Khp Capital doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Khp Capital LLC performs its advisory services is located at 7134 South Yale, Tulsa, OK 74136, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 918-999-0120 or by fax 918-779-3731. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at khpcapital.com.