KOHR INVESTMENTS

Overview

Kohr Investments is a small independent RIA that positions itself as a capital allocator for individual and family clients. The firm provides financial planning and portfolio management across individual, small-business and institutional relationships, and also assists clients with selection of other advisers and runs educational seminars. Its fee mix includes percentage-of-AUM fees plus the option for hourly and fixed-fee engagements, which suggests flexibility to serve both ongoing wealth management and project-based planning work. Filings indicate a clear tilt toward equity exposure through pooled public vehicles: public funds and mutual funds make up the single largest component of client portfolios. Kohr Investments reports discretionary authority over its client assets, consistent with an advisory model that implements model or customized portfolios on behalf of clients rather than offering purely consultative recommendations. The firm is not marked as an active ESG investor and is not registered as a multi-state adviser in the filings provided.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices