KPB INVESTMENT ADVISORS LLC

SEC file number 801-78120 · CLEVELAND, OH

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM

$116.7M

Discretionary AUM

$116.7M

Employees

Clients

—

Firm

Address: 100 PUBLIC SQUARE
CLEVELAND, OH 44114
Phone: —
Website: —
Disciplinary: Unknown — verify on SEC IAPD

Sources

Search SEC IAPD to verify this firm ↗
Last refreshed Apr 28, 2026

Possible Form D name matches (not verified)

Advisers Investment Trust Medium name-match confidence · CIK 1516523 · IL
Cladis Investment Advisory, LLC Medium name-match confidence · CIK 1911520 · MT
Monarch Investment Advisory Fund, LP Medium name-match confidence · CIK 2061135 · NY
ADD CAPITAL INVESTMENT LP Medium name-match confidence · CIK 2127949 · NY
Advaya Investment Partners Fund LP Medium name-match confidence · CIK 2044921 · E9
Advaya Investment Partners Fund Ltd Medium name-match confidence · CIK 2044816 · E9
UNITED CAPITAL ADVISORS EMPLOYEE INVESTMENT, LLC Medium name-match confidence · CIK 2092698 · TX
Adversa Investment LLC Medium name-match confidence · CIK 2073769 · FL
Adara Investment Group LLC Medium name-match confidence · CIK 2062987 · FL
AY Capital Investment LP Medium name-match confidence · CIK 2119396 · NY

ADD CAPITAL INVESTMENT LP · D/A · Oct 1, 2026
Advaya Investment Partners Fund Ltd · D/A · Jun 8, 2026
Advaya Investment Partners Fund LP · D/A · Jun 8, 2026
ADD CAPITAL INVESTMENT LP · D · Apr 7, 2026
AY Capital Investment LP · D · Mar 17, 2026
Advisers Investment Trust · D/A · Feb 6, 2026
UNITED CAPITAL ADVISORS EMPLOYEE INVESTMENT, LLC · D · Jan 2, 2026

$1.4M
Adversa Investment LLC · D/A · Jun 18, 2025
Adversa Investment LLC · D · Jun 18, 2025
Monarch Investment Advisory Fund, LP · D · Mar 27, 2025
Adara Investment Group LLC · D · Mar 21, 2025

$3.8M
Cladis Investment Advisory, LLC · D · Mar 14, 2025

$1.7M
Advisers Investment Trust · D/A · Feb 6, 2025