Overview
Assets Under Management: $183 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 32
Average Client Assets: $3.7 million
Frequently Asked Questions
KUHN & COMPANY INVESTMENT COUNSEL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306434), KUHN & COMPANY INVESTMENT COUNSEL, LLC is subject to fiduciary duty under federal law.
KUHN & COMPANY INVESTMENT COUNSEL, LLC is headquartered in CHICAGO, IL.
KUHN & COMPANY INVESTMENT COUNSEL, LLC serves 32 high-net-worth clients according to their SEC filing dated April 06, 2026. View client details ↓
According to their SEC Form ADV, KUHN & COMPANY INVESTMENT COUNSEL, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
KUHN & COMPANY INVESTMENT COUNSEL, LLC manages $183 million in client assets according to their SEC filing dated April 06, 2026.
According to their SEC Form ADV, KUHN & COMPANY INVESTMENT COUNSEL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.26%
Average Client Assets: $3.7 million
Total Client Accounts: 187
Discretionary Accounts: 149
Non-Discretionary Accounts: 38
Regulatory Filings
CRD Number: 306434
Filing ID: 2085200
Last Filing Date: 2026-04-06 07:29:51