Kuhn & Company Investment Counsel, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 306434
- Registered since
- July 14, 2022
- Website
- www.kuhnandcompany.cpa
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI64.26%
- Charitable Organizations17.11%
- Other15.3%
- Individuals2.99%
- Corporations / Businesses0.35%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Kuhn & Company Investment Counsel, LLC is an independent registered investment adviser that began SEC registration in 2022 and is owned by an individual owner. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. Its fee model combines a percentage-of-AUM charge with hourly billing. The firm identifies as a capital allocator and does not position itself as an active ESG investor. An accounting affiliation is noted in its industry relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities42%
- US Government Bonds3%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Kevin Kuhn
PartnerCRD 6142849
James Kuhn
PartnerCRD 4320507
Stephen Guokas
Investment AssociateCRD 7454698
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$105M in ETFs
56%
$58.1M
41%
$46.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $7.6M | 35,081 | 7.30% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 8770 W Bryn Mawr Ave
- Time zone
- CT (UTC-6)
- Office locations
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