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 |
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Fiscal Year End | DECEMBER |
Legal Location | Illinois, United States |
Employees
Total Number of Employees | 3 |
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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 |
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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 |
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Compensation | % of AUMHourly charges |
Principal Office
8770 W BRYN MAWR AVESUITE 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
K****@*****************M
(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 |
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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
RAUM, Historic
No. Clients, Historic
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 | – |