KK
CFP
KK
CFP

Kevin T Karrh

25 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
5,137 clients
Average Client Portfolio
$4.7M average
Assets Under Management
$24.0B

Fee Structure

Minimum Investment:$2M
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Location

6303 Cowboys Way, Frisco, TX, 75034

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kevin is a limited partner in Karrh Farms LLC, a family-owned farm, and spends minimal time on farm management. He also owns AE2022 LLC, manages KJJL Enterprises, and is a managing partner in HE 2022, all entities established for holding investments, dedicating minimal time to each.

Employment History
Current Registrations
1919 Investment Counsel, LLC
October 2019 - Present · 6 yrs 4 mos
Stifel, Nicolaus & Company, Incorporated
June 2019 - Present · 6 yrs 8 mos
Stifel, Nicolaus & Company, IncorporatedBroker
June 2019 - Present · 6 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2000 - June 2019 · 19 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2000 - June 2019 · 19 yrs 3 mos
State Registrations45 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Kevin T Karrh - Financial Advisor | TrueAdvisor