Kuhn & Company Investment Counsel, LLC

RIASEC Registered
Total AUM
$183M
Discretionary
$170M
93% of AUM
Avg account
$977K
Accounts
187
Employees
3
Advisory reps
4

Firm details

Headquarters
Chicago, Illinois
CRD number
306434
Registered since
July 14, 2022
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

FINTRX

Overview

Kuhn & Company Investment Counsel, LLC is an independent, individually owned registered investment adviser that focuses on serving individual and family clients. The firm is SEC registered (registered in 2022) and bills clients primarily as a percentage of assets under management, with hourly charges available for some work. Core offerings include financial planning, discretionary portfolio management for individuals and small businesses, and manager selection — the firm acts as a capital allocator and uses third‑party advisers when appropriate. Kuhn & Company notes an industry affiliation with accounting professionals and does not market itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 51%, Exchange Traded Equities 42%, US Government Bonds 3%, Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 1%51%
  • Public Funds/Mutual Funds51%
  • Exchange Traded Equities42%
  • US Government Bonds3%
  • Investment Grade Corp Bonds3%
  • Cash & Cash Equivalents1%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 76

Active vs passive

$110M in ETFs

Passive

57%

$62M

Active

41%

$47.7M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF (FNDF)SchwabPassiveForeign Large Value$7.8M144,9027.10%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth