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KAUFMAN HALL INVESTMENT MANAGEMENT
Legal name: KAUFMAN HALL INVESTMENT MANAGEMENT, LLC
CRD 328876File 801-129164
APPROVED
Disclosure events
Filing as of Jul 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.82B
Top 25% of cohort (national)
Discretionary AUM
$2.82B
Clients
28
59 accounts
Employees
9
Top 10% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Dec 1, 2023
- Principal office
- 10 CADILLAC DRIVE, SUITE 120, BRENTWOOD, TN, 37027
- Phone
- 224-7243809
- Website
- https://www.khim.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.82B
- Discretionary AUM
- $2.82B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 59
- Non-discretionary accounts
- 0
- Total accounts
- 59
- AUM per client
- $100.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 28 | $2.82B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for 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- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 27 | 28 | increased by1 |
| Apr 1, 2026 | AUM | $2,309,298,471 | $2,818,196,485 | increased by$508,898,014 |
| Apr 1, 2026 | Accounts | 50 | 59 | increased by9 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KAUFMAN HALL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KAUFMAN HALL” 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.