← Directory
KUHN & COMPANY INVESTMENT COUNSEL, LLC
CRD 306434File 801-126088
APPROVED
Retail clients
Filing as of Apr 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$182.7M
Bottom 25% of cohort (national)
Discretionary AUM
$170.3M
Non-discretionary $12.4M
Clients
50
187 accounts
Employees
3
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 14, 2022
- Principal office
- 8770 W BRYN MAWR AVE, SUITE 710, CHICAGO, IL, 60631
- Phone
- 630-416-7700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $182.7M
- Discretionary AUM
- $170.3M
- Non-discretionary AUM
- $12.4M
- Discretionary accounts
- 149
- Non-discretionary accounts
- 38
- Total accounts
- 187
- AUM per client
- $3.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $633K |
| Charitable organizations | Fewer than 5 | $31.3M |
| High net worth individuals | 32 | $117.4M |
| Individuals (other than high net worth individuals) | 18 | $5.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 52 | 50 | decreased by2 |
| Apr 1, 2026 | Clients | 54 | 52 | decreased by2 |
| Apr 1, 2026 | AUM | $153,436,260 | $182,695,565 | increased by$29,259,305 |
| Apr 1, 2026 | Accounts | 176 | 187 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 49 | 54 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $102,039,852 | $153,436,260 | increased by$51,396,408 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 128 | 176 | increased by48 |
| Aug 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KUHN COMPANY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KUHN COMPANY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.