# JH Kaufman LLC

> JH Kaufman LLC is a state-registered investment advisory firm in Deerfield, IL, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 291053
- Filed as: JH KAUFMAN LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Deerfield, IL
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/291053
- AdvisorCensus page: https://advisorcensus.com/firm/jh-kaufman-llc-deerfield-il-291053

## Quick answers

**How is JH Kaufman LLC compensated?**
On its Form ADV (Item 5.E, October 2026), JH Kaufman LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is JH Kaufman LLC located?**
JH Kaufman LLC's principal office is in Deerfield, IL, according to its Form ADV.

**Is JH Kaufman LLC registered with the SEC or a state?**
JH Kaufman LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 291053.

**How much does JH Kaufman LLC manage?**
JH Kaufman LLC reports $9,200,000 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**What types of clients does JH Kaufman LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16).

**Does JH Kaufman LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/291053

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $9,200,000
- Discretionary: $9,200,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $9,200,000 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- maxg2.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JH Kaufman LLC (CRD 291053): Form ADV filing data as of October 2026.