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| Happy Holidays!! thanks for using AUM13F!! |
| KUHN & Company Investment Counsel LLC
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|---|---|
| CRD # | 306434 |
| SEC # | 801-126088 |
| CIK # | 0002011958 |
| AUM | $153.4 M (2025-03-18) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 630-416-7700 |
| Address | 8770 W Bryn Mawr Ave Chicago, IL 60631 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.7 | ||
| Apple Inc | 4.0 | ||
| Wells Fargo & Co/MN | 3.6 | ||
| Amazon Com Inc | 2.8 | ||
| Lilly Eli & Co | 2.6 | ||
| VISA Inc | 2.2 | ||
| Linde PLC | 2.0 | ||
| Lam Research Corp | 1.9 | ||
| Accenture PLC | 1.8 | ||
| Goldman Sachs Group Inc | 1.8 | ||
| View All | |||
| Holdings by Sector ($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) | 34 | 91.4 |
| (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 | 29.3 |
| (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 | 0.5 |
| (n) Other | 2 | 26.8 |
| Total | 176 | 153.4 |
| By Discretionary | ||
| Discretionary | 128 | 145.2 |
| Non-Discretionary | 48 | 8.2 |
| Total | 176 | 153.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 153.4 | |
| Total | 176 | 153.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011958] |
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|---|---|---|
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Stonehaven Wealth & Tax Solutions LLC
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WI | 0.2 |
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The Keystone Financial Alliance LLC
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GA | 0.2 |
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New Dimensions Wealth Management LLC
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TX | 0.2 |
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Curat Global LLC
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0.2 | |
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Old Oak Financial Planning Inc
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MI | 0.2 |
|
Retirement Financial Group LLC
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TX | 0.2 |
|
Wincap Financial LLC
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MA | 0.2 |
|
Torrey Wealth LLC
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|
CA | 0.2 |
|
OFC Financial Planning LLC
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|
0.2 | |
|
Taylor Securities Services Inc
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PA | 0.2 |