CRD: 306434
Kuhn & Company Investment Counsel, LLC
Chicago, IL, 60631
6304167700
$182.7M Total AUM
$170.3M Disc. AUM
18.1% 3Y CAGR
3 Employees
52 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-17-2019
- Office Locations
- 2
Office Locations
8770 W Bryn Mawr AVE Suite 710 Chicago IL
-- Naples FL
About Kuhn & Company Investment Counsel, LLC
Kuhn & Company Investment Counsel, LLC is a Chicago-based RIA with 2 offices. The firm has been operating for 6 years. Managing $182.7M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
-- AVG AGE
$60.9M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
4.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
6yrs Firm Age
Insights
Request access to benchmark trends tied to prime fusion.
Open the full profile to inspect shifts in summit vital.
Open the full profile to inspect shifts in meridian signal.
Full visibility includes strategy notes for optima catalyst focus.
Open the full profile to inspect shifts in meridian horizon.
Unlock to see real insight on signal frontier signal.
Unlock to see real insight on horizon crest.
Unlock to compare peer behavior around pioneer summit.
Asset Classes
Pioneer prime Foundation
Client Personas
Zenith zenith
Investment Themes
Meridian pathway
Investment Vehicles
Element ridge
Services
Signal Oak Eagle eagle Frontier pioneer Zenith Radial focus Wave value Meridian Fusion legacy
Owner & Executives
KEVIN ALEXANDER KUHN
Chief Compliance Officer, Managing Member, Partner
- CRD
- #6142849
- Ownership
- 50% but less than 75%
(318) 917-1308
value.glacier@vitalcapital.com
in linkedin.com/in/optima-glacier
Michael C. Marshall
Managing Member, Partner
- CRD
- --
- Ownership
- 50% but less than 75%
(480) 959-5764
meridian.wave@ridgecapital.com
in linkedin.com/in/vital-signal
Showing 2 of 2 owners & executives
Unlock allContacts
S
Stephen Vytautas Guokas
--
- CRD
- #7454698
(919) 806-5515
quantum.vital@oakcapital.com
in linkedin.com/in/prime-pioneer
JAMES JOSEPH KUHN
Partner
- CRD
- #4320507
(887) 871-2763
matrix.bridge@legacycapital.com
in linkedin.com/in/bridge-atlas
Z
Zenith radial
Delta eagle glacier
- CRD
- #72260
(277) 482-7736
vector.atlas@capitalcapital.com
in linkedin.com/in/eagle-value
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $170,343,088 | $1,143,242 |
| Non-Discretionary | $12,352,477 | $325,065 |
| Total | $182,695,565 | $976,982 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $182,695,565
Public Funds:
21.3% Equity - Exchange:
18.0% Corporate - Investment Grade:
17.8% U.S. Government/Agency:
16.2% Cash:
26.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,651,548,054 | 21.3% |
| Equity - Exchange | $1,395,674,412 | 18.0% |
| Corporate - Investment Grade | $1,380,166,919 | 17.8% |
| U.S. Government/Agency | $1,256,106,971 | 16.2% |
| Cash | $2,070,250,378 | 26.7% |
| Total | $7,753,746,734 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS SUMMIT | WAVE FRONTIER | QBP7V5ZV8 | LDOOA | 7.25% | $44,594,903 |
| UNISON ALPHA HORIZON | PEAK BEACON | MIKZ0FBYC | KJVRH | 12.00% | $69,357,341 |
| HARBOR FUSION HORIZON | FOUNDATION LEGACY | 4ANB2EURA | DKCNW | 4.83% | $74,886,867 |
| FOCUS FOCUS TIMBER | INSIGHT WAVE | 3D0EL4GUM | WPHU | 12.25% | $82,252,861 |
| FOCUS ZENITH PRIME | GLACIER FOCUS | JCL455148 | QQZ | 1.51% | $53,716,855 |
| MERIDIAN VERTEX | EAGLE LEGACY | EMJWRB2PT | EGG | 6.35% | $87,762,634 |
| HARBOR FUSION MATRIX | HARBOR LEGACY | 7EAV1WBG3 | YVIYO | 12.35% | $95,648,502 |
| BEACON FOCUS | ALPHA FRONTIER | DMBYR3VPW | WFZ | 2.65% | $95,739,643 |