Chicago, IL Office
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Kuhn & Company Investment Counsel, LLC
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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.
Expertise
Location
8770 W Bryn Mawr Ave, Suite 710
Chicago IL 60631
Advisors at this office
2
Advisors at this office
Kevin K
Series 66
Chicago, IL
Kuhn & Company Investment Counsel, LLC
Kevin Kuhn is a financial advisor at Kuhn & Company Investment Counsel, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Kuhn & Company Investment Counsel since 2019. Prior to that, he worked at Commonwealth Financial Network for several years. Kuhn also serves on the Board of Trustees for St. Viator High School and is a principal and CPA at Kuhn & Company CPAs, PC, where he provides accounting and tax services. Kuhn & Company Investment Counsel is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and consulting, tailoring portfolios to client objectives through fundamental and cyclical analysis and modern portfolio theory, and often utilizes third-party managers and tax-management strategies.
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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