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Kuehl Shepherd Kozlowski & Associates, Inc. (Richmond)


Kuehl Shepherd Kozlowski & Associates, Inc. is a large advisory firm based in Richmond. It manages $346.52 million of regulatory assets for 1,946 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Colorado, Connecticut, Florida, and 8 other states.

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Kuehl Shepherd Kozlowski & Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for approximately 600 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kuehl Shepherd Kozlowski & Associates: assets under management

The assets under management (AUM) of Kuehl Shepherd Kozlowski & Associates, Inc. is $346.52 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $346.52 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $178.07 thousand each.
Kuehl Shepherd Kozlowski & Associates has custody of $1.67 million in cash and securities for 10 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kuehl Shepherd Kozlowski & Associates, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.

Based in Richmond

The principal office where Kuehl Shepherd Kozlowski & Associates, Inc. performs its advisory services is located at 9030 Stony Point Parkway, Richmond, VA 23235, which is also the mailing address of the firm. An additional office of the firm is in Marion, VA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 804-592-3465 or by fax 804-592-3484. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.icmv.com.


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