JH Kaufman LLC

Overview

JH Kaufman LLC is a small, independent registered investment adviser focused on individual and family clients. The firm combines ongoing portfolio management with financial planning and client education, and it also operates as a salesperson for other financial products. Its business model is fee-based (percentage of AUM plus other fees) and directed at a limited client roster where the adviser takes discretionary authority over client accounts. Investment behavior is equity-centric: the firm favors exchange-traded equities as the primary building blocks for client portfolios, while supplementing equity exposure with mutual funds, corporate debt, and annuity holdings where appropriate. JH Kaufman LLC is not positioned as a multi-state or institutional capital allocator and does not emphasize ESG investing. Educational seminars and small-business portfolio management are part of the service mix, suggesting a focus on hands-on client advisory relationships rather than large-scale institutional solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices