# KDHH Investments LLC

> KDHH Investments LLC is a state-registered investment advisory firm in West Bend, WI, registered since 2001, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 12, 2026.

- CRD: 110358
- Filed as: KDHH INVESTMENTS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: West Bend, WI
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/110358
- AdvisorCensus page: https://advisorcensus.com/firm/kdhh-investments-llc-west-bend-wi-110358

## Quick answers

**How is KDHH Investments LLC compensated?**
On its Form ADV (Item 5.E, October 2026), KDHH Investments LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is KDHH Investments LLC located?**
KDHH Investments LLC's principal office is in West Bend, WI, according to its Form ADV.

**Is KDHH Investments LLC registered with the SEC or a state?**
KDHH Investments LLC is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 110358.

**How much does KDHH Investments LLC manage?**
KDHH Investments LLC reports $3,000,000 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (100% discretionary).

**What types of clients does KDHH Investments LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (25).

**Does KDHH Investments LLC 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/110358

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $3,000,000
- Discretionary: $3,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 25 | $3,000,000 |

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2001 (25 years)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. KDHH Investments LLC (CRD 110358): Form ADV filing data as of October 2026.