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, 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
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 76Active vs passive
$110M in ETFs
57%
$62M
41%
$47.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF (FNDF) | Schwab | Passive | Foreign Large Value | $7.8M | 144,902 | 7.10% |
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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