KUHN & COMPANY INVESTMENT COUNSEL, LLC

Adviser information for KUHN & COMPANY INVESTMENT COUNSEL, LLC last updated from Form ADV on March 7th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Illinois, United States

Employees

Total Number of Employees 3
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 113 $125.5M
Non-Discretionary 23 $5.7M
Total 136 $131.2M

Clients

Type Number RAUM
Individuals 23 $5.2M
HNW Individuals 28 $75.6M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $26.4M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $431,336
Other <5 $23.6M
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesADVISORY CONSULTING
Compensation % of AUMHourly charges

Identifiers

SEC RIA File Number 801-126088
SEC ERA File Number 801-126088
SEC CIK Numbers 2011958
SEC CRD Numbers 306434
Legal Entity Identifier None

Principal Office

8770 W BRYN MAWR AVE
SUITE 710
CHICAGO
IL
United States
Monday - Friday, 8:30 AM - 5:30 PM
Tel: 630-416-7700, Fax: 630-416-7717

Chief Compliance Officer

KEVIN KUHN
MANAGING MEMBER
8770 W BRYN MAWR AVE
SUITE 710
CHICAGO
IL
United States
Tel: 630-416-7700
Fax: 630-416-7717
(Full email address available in API data)

Industry Affiliates

KUHN & COMPANY, CPAS Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
KUHN, KEVIN, ALEXANDER Individual MANAGING MEMBER/CCO 01/2022 50-75%
Marshall, Michael, C. Individual MANAGING MEMBER 01/2022 50-75%

No. Employees, Historic

105020222023202420253 on 6/14/20223 on 9/29/20223 on 9/30/20223 on 3/8/20233 on 10/19/20233 on 3/7/2024

RAUM, Historic

200M100M02022202320242025102039852 on 6/14/2022102039852 on 9/29/2022102039852 on 9/30/2022108489465 on 3/8/2023108489465 on 10/19/2023131200874 on 3/7/2024

No. Clients, Historic

60300202220232024202549 on 6/14/202249 on 9/29/202249 on 9/30/202242 on 3/8/202342 on 10/19/202354 on 3/7/2024

Holdings

From latest 13F, filed August 8th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 204K 2K
ACCENTURE PLC IRELAND SHS CLASS A 2M 6K
ADOBE INC COM 1M 2K
ALPHABET INC CAP STK CL A 979K 5K
ALPHABET INC CAP STK CL C 789K 4K
AMAZON COM INC COM 2M 13K
AMERESCO INC CL A 451K 16K
AMERICAN ELEC PWR CO INC COM 589K 7K
AMERICAN TOWER CORP NEW COM 752K 4K
AMGEN INC COM 865K 3K
APPLE INC COM 4M 20K
ARK ETF TR INNOVATION ETF 352K 8K
BLACKROCK ETF TRUST II HIGH YLD MUNI IN 211K 9K
BLACKROCK INC COM 486K 617
BOEING CO COM 309K 2K
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 2M 53K
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 3M 103K
CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 309K 14K
CHEVRON CORP NEW COM 348K 2K
CISCO SYS INC COM 554K 12K
CLOROX CO DEL COM 299K 2K
COCA COLA CO COM 307K 5K
CONOCOPHILLIPS COM 430K 4K
CONSTELLATION BRANDS INC CL A 233K 904
CONSTELLATION ENERGY CORP COM 287K 1K
CORPAY INC COM SHS 480K 2K
CROWDSTRIKE HLDGS INC CL A 431K 1K
DANAHER CORPORATION COM 1M 6K
DUKE ENERGY CORP NEW COM NEW 581K 6K
ECOLAB INC COM 417K 2K
ELEVANCE HEALTH INC COM 545K 1K
ELI LILLY & CO COM 3M 4K
EXXON MOBIL CORP COM 647K 6K
FIDELITY COVINGTON TRUST ENHANCED LARGE 382K 12K
FIDELITY MERRIMACK STR TR TOTAL BD ETF 1M 31K
FLEXSHARES TR HIG YLD VL ETF 528K 13K
GENUINE PARTS CO COM 283K 2K
GOLDMAN SACHS GROUP INC COM 1M 2K
GRAINGER W W INC COM 991K 1K
HOME DEPOT INC COM 238K 691
HONEYWELL INTL INC COM 563K 3K
ILLINOIS TOOL WKS INC COM 2M 7K
INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 2M 66K
INTUIT COM 359K 547
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 468K 33K
IQVIA HLDGS INC COM 460K 2K
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 523K 10K
J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH 364K 5K
J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 973K 21K
J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF 731K 12K
JACOBS SOLUTIONS INC COM 223K 2K
JOHNSON & JOHNSON COM 821K 6K
JPMORGAN CHASE & CO. COM 233K 1K
KEYCORP COM 223K 16K
KIMBERLY-CLARK CORP COM 311K 2K
LAM RESEARCH CORP COM 2M 2K
LAMAR ADVERTISING CO NEW CL A 657K 6K
LINDE PLC SHS 2M 5K
LOCKHEED MARTIN CORP COM 236K 505
MCCORMICK & CO INC COM NON VTG 497K 7K
MCDONALDS CORP COM 424K 2K
MERCK & CO INC COM 326K 3K
META PLATFORMS INC CL A 579K 1K
METLIFE INC COM 535K 8K
MICROCHIP TECHNOLOGY INC. COM 1M 11K
MICROSOFT CORP COM 1M 3K
NETFLIX INC COM 626K 927
NEXTERA ENERGY INC COM 1M 20K
NORTHROP GRUMMAN CORP COM 459K 1K
NOVO-NORDISK A S ADR 546K 4K
NUVEEN AMT FREE QLTY MUN INC COM 168K 15K
NUVEEN QUALITY MUNCP INCOME COM 352K 30K
NUVEEN TAXABLE MUNICPAL INM COM 225K 15K
NVIDIA CORPORATION COM 5M 37K
OMNICOM GROUP INC COM 200K 2K
PAYCHEX INC COM 661K 6K
PEPSICO INC COM 1M 7K
PFIZER INC COM 407K 15K
PHILIP MORRIS INTL INC COM 216K 2K
PHILLIPS 66 COM 560K 4K
PIMCO ETF TR SHTRM MUN BD ACT 427K 9K
PIMCO ETF TR INTER MUN BD ACT 715K 14K
PINNACLE WEST CAP CORP COM 668K 9K
POWERSHARES ACTIVELY MANAGED TOTAL RETURN 710K 15K
PPL CORP COM 207K 8K
PROCTER AND GAMBLE CO COM 1M 8K
PROGRESSIVE CORP COM 554K 3K
ROPER TECHNOLOGIES INC COM 389K 690
RTX CORPORATION COM 1M 10K
SALESFORCE INC COM 634K 2K
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 4M 119K
SCHWAB STRATEGIC TR SHT TM US TRES 939K 20K
SCHWAB STRATEGIC TR FUNDAMENTAL US L 590K 9K
SELECT SECTOR SPDR TR TECHNOLOGY 422K 2K
SNAP ON INC COM 541K 2K
SOUTHERN CO COM 849K 11K
SPDR S&P 500 ETF TR TR UNIT 1M 2K
SPDR SER TR NUVEEN BLOOMBERG 574K 23K
SPDR SER TR PRTFLO S&P500 GW 1M 18K
STARBUCKS CORP COM 323K 4K
STRYKER CORPORATION COM 495K 1K
TESLA INC COM 530K 3K
THERMO FISHER SCIENTIFIC INC COM 206K 373
T-MOBILE US INC COM 456K 3K
UBER TECHNOLOGIES INC COM 329K 5K
UNILEVER PLC SPON ADR NEW 241K 4K
UNITEDHEALTH GROUP INC COM 269K 528
VANGUARD INDEX FDS MID CAP ETF 899K 4K
VANGUARD INDEX FDS GROWTH ETF 4M 9K
VANGUARD INDEX FDS REAL ESTATE ETF 658K 8K
VANGUARD INDEX FDS VALUE ETF 3M 19K
VANGUARD INDEX FDS S&P 500 ETF SHS 551K 1K
VANGUARD INDEX FDS SMALL CP ETF 862K 4K
VANGUARD MUN BD FDS TAX EXEMPT BD 2M 35K
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 894K 12K
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 945K 16K
VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 322K 2K
VANGUARD WHITEHALL FDS INTL HIGH ETF 1M 21K
VANGUARD WHITEHALL FDS HIGH DIV YLD 2M 16K
VICTORY PORTFOLIOS II VICTORYSHARES WE 1M 27K
VISA INC COM CL A 2M 7K
WALMART INC COM 585K 9K
WASTE MGMT INC DEL COM 564K 3K
WATERS CORP COM 381K 1K
WELLS FARGO CO NEW COM 3M 45K