Kutz and Company Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Great Neck, NY. Its latest Form ADV filing, dated March 4, 2026, reports $115M in regulatory assets under management, 2 employees, and 132 accounts.
Assets Under Management
$115M
Employees
2
Offices
--
Total Clients
66
Primary office
GREAT NECK, NY
475 NORTHERN BLVD, STE 26, GREAT NECK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.1% of total clients.
Top client categories% of clientsClients
1
Individuals
59.1%
39
2
HNWI
40.9%
27
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$115Mas of March 4, 2026
Discretionary100.0%
$115M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$115M
Total Accounts132
10Y AUM Change+$59M (+105.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee33:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.