|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| LM Kohn & Company
✚
|
|
|---|---|
| CRD # | 27913 |
| SEC # | 801-38116 |
| CIK # | 0000870260 |
| AUM | $2.1 B (2025-04-08) |
| Employees | 85 (74% Investors, 99% Brokers) |
| Phone | 513-792-0301 |
| Address | 10151 Carver Rd Cincinnati, OH 45242 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 29.7 | ||
| Nvidia Corp | 24.7 | ||
| German American Bancorp Inc | 18.9 | ||
| Amazon Com Inc | 17.1 | ||
| Costco Wholesale Corp /NEW | 13.5 | ||
| Microsoft Corp | 12.6 | ||
| Alphabet Inc | 6.8 | ||
| VISA Inc | 5.5 | ||
| J P Morgan Chase & Co | 5.2 | ||
| Mastercard Inc | 5.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,084 | 0.8 |
| (b) Individuals (high net worth individuals) | 489 | 1.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 35 | 0.1 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 31 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,799 | 2.1 |
| By Discretionary | ||
| Discretionary | 2,390 | 0.8 |
| Non-Discretionary | 3,409 | 1.2 |
| Total | 5,799 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 5,799 | 2.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000870260] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Relyea Zuckerberg Hanson LLC
✚
|
CT | 2.1 |
|
Bristlecone Advisors LLC
✚
|
WA | 2.1 |
|
CornerStone Wealth Group LLC
✚
|
NC | 2.1 |
|
Pacific Income Advisers Inc
✚
|
CA | 2.1 |
|
Consolidated Planning Corporation
✚
|
GA | 2.1 |
|
Parsons Capital Management Inc
✚
|
RI | 2.1 |
|
Meeder Advisory Services Inc
✚
|
OH | 2.1 |
|
Advocacy Wealth Management LLC
✚
|
GA | 2.1 |
|
Koss-Olinger Consulting LLC
✚
|
FL | 2.1 |
|
Diversified Enterprises LLC
✚
|
DE | 2.1 |