Thomas Michael Wright
Financial advisor at Kpp Advisory Services LLC · Louisville, KY
Last updated 2026-10-10
Claim your profileThomas Michael Wright is a financial advisor at Kpp Advisory Services LLC in Louisville, KY, CRD 4772725. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2006-07-31.
Registration
- CRD number
- 4772725
- Registration status
- Active
- IAPD registration
- 2006-07-31
- Industry Experience
- 20 years
- Work Experience
- 14 years
- States registered
- KY
Licenses and exams
- Series 63
- Series 66
Work history
- 2012-05 to Present · Lpl Financial LLC · Louisville, KY
- 2017-09 to Present · Kpp Advisory Services LLC · Louisville, KY
Current employment
- Kpp Advisory Services LLC · Louisville, KY
Kpp Advisory Services LLC
- Regulatory AUM
- $1,241,011,682
- Registered advisors
- 22
- Offices
- 4
- Clients per advisor
- 181.6 (High)
- Average AUM per client
- $310.6K (Low)
- High-net-worth client ratio
- 8.0% (Low)
Kpp Advisory Services LLC: advisors, services and reported ETF investments
About
Thomas Michael Wright is a financial advisor at Kpp Advisory Services LLC in Louisville, KY. Reported securities licenses include Series 63 and Series 66. The latest record indicates 20 years of industry experience and 14 years of reported work history. Reported roles include Lpl Financial LLC.
SEC disclosures list additional business and community activities: 1: 05/29/2012 - kentucky planning partners/ dba only/ louisville, ky; 2.
Kpp Advisory Services LLC's firm-level Form ADV reports 22 advisors across 4 offices; approximately 181.6 clients per advisor, average assets per client of $310,641, and regulatory AUM of $1.2B; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $519M across 170 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Thomas Michael Wright personally.
Reported ETF positions
Kpp Advisory Services reports 170 ETF positions worth $519M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| QQQM — Invesco NASDAQ 100 ETF | $45.5M |
| QQQ — Invesco QQQ Trust, Series 1 | $24.7M |
| VOO — Vanguard S&P 500 ETF | $22.6M |
| XMHQ — Invesco S&P MidCap Quality ETF | $20.8M |
| JHMM — John Hancock Multifactor Mid Cap ETF | $20.2M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Kpp Advisory Services's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $17M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $419.7K | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | VCRB — Vanguard Core Bond ETF | $2.3M | Top 99.9% | Residual alpha +0.66% · Residual Sharpe 0.14 |
| Diversification Benefits | TBIL — F/m US Treasury 3 Month Bill Fund | $455.9K | Top 99.4% | Replicability (R²) 37.1% · Residual Sharpe 2.51 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Kpp Advisory Services LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Registered Representative of a Broker-Deale
- Insurance Broker or Agent
Location
9300 Shelbyville Rd., Louisville, KY 40222
22 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 502-394-0400
- Website: kpp-lpl.com
- Youtube
Official record
Are you Thomas Michael Wright?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.