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| LM Kohn & Company
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|---|---|
| CRD # | 27913 |
| SEC # | 801-38116 |
| CIK # | 0000870260 |
| AUM | $1.7 BB (2023-12-19) |
| Employees | 93 (75% Investors, 90% Brokers) |
| Phone | 513-792-0301 |
| Address | 10151 Carver Rd Cincinnati, OH 45242 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 36.8 | |
| NVDA | 399,550.0 | 22.5 | |
| AMZN | 1,092,997.8 | 17.5 | |
| GABC | 1,036.1 | 17.4 | |
| COST | 207,576.9 | 13.2 | |
| MSFT | 1,918,222.4 | 11.8 | |
| GOOGL | 1,475,138.5 | 8.5 | |
| V | 419,260.5 | 4.9 | |
| MA | 309,583.1 | 4.2 | |
| HD | 277,648.0 | 4.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,626 | 827.7 |
| (b) Individuals (high net worth individuals) | 785 | 623.7 |
| (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 | 97 | 194.8 |
| (h) Charitable organizations | 25 | 25.1 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,706 | 1,671.2 |
| By Discretionary | ||
| Discretionary | 2,229 | 620.2 |
| Non-Discretionary | 3,477 | 1,051.0 |
| Total | 5,706 | 1,671.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,671.2 | |
| Total | 5,706 | 1,671.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000870260] |
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|---|---|---|
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Ensemble Capital Management LLC
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CA | 1.7 |
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