Kuhn & Company Investment Counsel, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated April 6, 2026, reports $183M in regulatory assets under management, 3 employees, 1 office, and 187 accounts.
Assets Under Management
$183M
Employees
3
Offices
1 office
Total Clients
52
Primary office
CHICAGO, IL
8770 W BRYN MAWR AVE, SUITE 710, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.5% of total clients.
Top client categories% of clientsClients
1
HNWI
61.5%
32
2
Individuals
34.6%
18
3
Irrevocable Trusts/Estates
3.8%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$183Mas of April 6, 2026
Discretionary93.2%
$170M
93% of total RAUM93.2%
Non-discretionary6.8%
$12M
7% of total RAUM6.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$183M
Total Accounts187
10Y AUM Change+$183M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee17:1
10Y Employee Change+1 (+50.0%)
* 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.