Kuhn & Company Investment Counsel, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$122,862,733
Clients
50
Advisors
3
across 2 offices
About
Kuhn & Company Investment Counsel is a registered investment adviser serving individual and high‑net‑worth clients, trusts, estates, charitable organizations and business entities. The firm provides discretionary and non‑discretionary portfolio management, financial planning and consulting, and recommends or implements third‑party manager programs and separately managed accounts, including direct‑indexing SMAs.
The firm tailors portfolios to each client's objectives, risk tolerance and financial circumstances, conducting ongoing monitoring and periodic rebalancing and drawing on methods such as fundamental and cyclical analysis and modern portfolio theory. When using third‑party managers or Schwab Personalized Indexing®, the third party typically handles security selection and execution while the firm monitors performance, and the firm may pursue tax‑management techniques such as tax‑loss harvesting where appropriate.
Noteworthy distinctions include an affiliation with an accounting firm to which clients may be referred for tax and accounting services; the brochure discloses this relationship as a potential conflict and notes clients are not required to use the affiliate. The firm also manages a relatively concentrated book of business (roughly $183 million for about 50 clients) and explicitly includes assets managed by third‑party managers when calculating advisory relationships, which may affect how clients evaluate manager selection and total advisory arrangements.
Client services
Expertise
Fee options
0.85% annually
$250 per hour
Account minimum: $100,000
Main office
See office8770 W Bryn Mawr Ave, Suite 710
Chicago IL 60631
Advisors at this office
2
Offices (2)
Most active in
Florida · Illinois · Indiana · Virginia
Also doing business as
Kuhn & Company Investment Counsel, LLC · Kuhn & Compnay Investment Counsel, LLC
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Advisors at this firm
Stephen G
Series 65
Herndon, VA
Kuhn & Company Investment Counsel, LLC
Stephen Guokas is a financial advisor at Kuhn & Company Investment Counsel, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at JP Morgan Chase, Simplicity Wealth Management, and Raymond James. Outside of finance, he has been involved with the Grant Park Music Festival. Kuhn & Company Investment Counsel is a registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and consulting services, utilizing approaches such as fundamental and cyclical analysis and modern portfolio theory, and may employ third-party manager programs and tax-management techniques like tax-loss harvesting.
Kevin K
Series 66
Chicago, IL
Kuhn & Company Investment Counsel, LLC
Kevin Kuhn is a financial advisor at Kuhn & Company Investment Counsel, LLC with 12 years of industry experience. He holds a Series 66 designation and has been with Kuhn & Company Investment Counsel since 2019. He is also a principal and CPA at Kuhn & Company, CPAs, PC, where he provides accounting and tax services. Additionally, he serves on the Board of Trustees for St. Viator High School. Kuhn & Company Investment Counsel is a registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and consulting, utilizing techniques such as fundamental and cyclical analysis, modern portfolio theory, and third-party manager programs including direct-indexing separately managed accounts.
James K
Series 66
Chicago, IL
Kuhn & Company Investment Counsel, LLC
James Kuhn is a financial advisor with Kuhn & Company Investment Counsel, LLC in Chicago, IL, holding a Series 66 designation and 25 years of industry experience. He has worked at Kuhn & Company Investment Counsel since 2014 and previously spent 15 years at Cannata, Bertuccio & Associates and Commonwealth Financial Network. In addition to his advisory role, Kuhn practices as a Certified Public Accountant through Kuhn & Company CPAs Holdings, PLLC, providing accounting, tax, and attestation services. Kuhn & Company Investment Counsel is a registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, using methods such as fundamental and cyclical analysis alongside modern portfolio theory, and incorporates third-party manager programs including direct-indexing separately managed accounts.
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