SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Kuhn & Company Investment Counsel, LLC
Chicago, IL
CRD 306434
Firm filing updated April 6, 2026 ·
- $182.7MAssets
- 3Advisory staff
- 187Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals32
- Individuals18
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 18 | $5.5 million |
| High net worth individuals | 32 | $117.4 million |
| Charitable organizations | Fewer than 5 clients | $31.3 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $632,734 |
| Other: "IRREVOCABLE TRUST" | Fewer than 5 clients | $27.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
See all 4 services
- Other: "ADVISORY CONSULTING"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Other: "ADVISORY CONSULTING"
Assets and accounts
- Regulatory assets$182.7 million
- Accounts187
- Discretionary$170.3 million · 149 accounts
- Non-discretionary$12.4 million · 38 accounts
People
- Employees3
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 306434, SEC file 801-126088.
- Registered with the SEC as an investment advisor (status date on record: July 14, 2022).
Is Kuhn & Company Investment Counsel, LLC a fiduciary?
Short answer: Kuhn & Company Investment Counsel, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.