Kevin Hebson & Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kevin Hebson & Company provides investment advisory and standalone financial planning and consulting services to individual clients, including high‑net‑worth individuals. The firm offers discretionary portfolio management across individual stocks, bonds, ETFs, mutual funds, options and other public and private securities, and delivers written plans or consultations covering retirement, estate, charitable and education planning as well as corporate and personal tax planning.
The firm combines fundamental analysis, technical/charting methods and Modern Portfolio Theory to construct and rebalance tailored portfolios and allows clients to place reasonable restrictions on holdings. Accounts are monitored on an ongoing basis, and the firm typically assesses advisory fees on cash and cash‑equivalent balances with quarterly advance billing.
As a solo independent adviser managing approximately $21.7 million for a very small client base, the firm emphasizes individualized attention and provides several business‑oriented planning services—such as cost segregation studies, corporate structure advice and lines‑of‑credit analysis—that are less common at similarly sized firms. Its explicit use of charting alongside fundamental valuation and MPT represents a distinctive methodological blend compared with many peers.
Client services
Expertise
Fee options
Maximum 2.00% annually
Up to $300 per hour
Main office
1001 Green Bay Road, #229
Winnetka IL 60093
Advisors at this office
1
Most active in
Illinois
Also doing business as
Kevin Hebson & Company · New Cumnock Consulting, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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