# Karp & Associates

> Karp & Associates is a state-registered investment advisory firm, registered since 1997, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 8, 2026.

- CRD: 141477
- Filed as: KARP & ASSOCIATES
- Legal name: David Lewis Karp
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: May 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/141477
- AdvisorCensus page: https://advisorcensus.com/firm/karp-and-associates-141477

## Quick answers

**How is Karp & Associates compensated?**
On its Form ADV (Item 5.E, October 2026), Karp & Associates reports these compensation arrangements: a percentage of assets under its management.

**Is Karp & Associates registered with the SEC or a state?**
Karp & Associates is a state-registered investment advisory firm, registered since 1997. Status as filed: APPROVED. CRD 141477.

**How much does Karp & Associates manage?**
Karp & Associates reports $7,100,000 in regulatory assets under management in its Form ADV filing dated May 8, 2026 (100% discretionary).

**What types of clients does Karp & Associates serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17).

**Does Karp & Associates report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/141477

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $7,100,000
- Discretionary: $7,100,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $7,100,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1997 (28 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- karpadvisory.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Karp & Associates (CRD 141477): Form ADV filing data as of October 2026.