KUHN & COMPANY INVESTMENT COUNSEL, LLC

CRD 306434File 801-126088

APPROVED

Retail clients

Filing as of Apr 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$182.7M

Bottom 25% of cohort (national)

Discretionary AUM

$170.3M

Non-discretionary $12.4M

Clients

187 accounts

Employees

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
Website: https://www.linkedin.com/company/kuhn-and-company

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	52	50
Aug 12, 2026	Registration	—	APPROVED

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.