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| KUHN & Company Investment Counsel LLC
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|---|---|
| CRD # | 306434 |
| SEC # | 801-126088 |
| CIK # | 0002011958 |
| AUM | 182.7 M (2026-04-06) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 630-416-7700 |
| Address | 8770 W Bryn Mawr Ave Chicago, IL 60631 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 5.1 | ||
| Apple Inc | 5.0 | ||
| Lam Research Corp | 3.8 | ||
| Wells Fargo & Co/MN | 3.6 | ||
| Lilly Eli & Co | 3.0 | ||
| Amazon Com Inc | 2.8 | ||
| Alphabet Inc | 2.0 | ||
| Goldman Sachs Group Inc | 2.0 | ||
| Visa Inc | 1.9 | ||
| FPL Group Inc | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 5.5 |
| (b) Individuals (high net worth individuals) | 32 | 117.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 31.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 2 | 27.9 |
| Total | 187 | 182.7 |
| By Discretionary | ||
| Discretionary | 149 | 170.3 |
| Non-Discretionary | 38 | 12.4 |
| Total | 187 | 182.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 182.7 | |
| Total | 187 | 182.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011958] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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