JH Kaufman LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JH Kaufman llc (dba Maxg2) is a small independent registered investment adviser that serves individual clients with portfolio and asset management services. The firm’s brochure indicates it manages client portfolios and uses asset-based fee arrangements common to solo advisory practices.
The firm operates as a single-advisor practice with the managing member self-supervising operations; the brochure lists an economics degree and prior roles at broker-dealers and investment firms that inform its advisory work. Client relationships are concentrated—about 16 clients and roughly $9.2 million in assets under management—supporting a hands-on service model.
Notably, the firm’s disclosures indicate it offers other financial products and conducts educational seminars or workshops, features that are uncommon among independent solo advisors and may broaden client options beyond standard portfolio management. The brochure also states there are no outside business activities, no reportable disciplinary history, and no economic benefits received from non-clients, which bear on potential conflicts of interest.
Client services
Main office
Deerfield IL
Advisors at this office
1
Most active in
California · Illinois
Also doing business as
Corhaven Technologies LLC · Jh Kaufman LLC · Maxg2
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)