# Kuhn & Company Investment Counsel, LLC

> Kuhn & Company Investment Counsel, LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 6, 2026.

- CRD: 306434
- Filed as: KUHN & COMPANY INVESTMENT COUNSEL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: April 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306434
- AdvisorCensus page: https://advisorcensus.com/firm/kuhn-and-company-investment-counsel-llc-chicago-il-306434

## Quick answers

**How is Kuhn & Company Investment Counsel, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kuhn & Company Investment Counsel, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Kuhn & Company Investment Counsel, LLC located?**
Kuhn & Company Investment Counsel, LLC's principal office is in Chicago, IL, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Kuhn & Company Investment Counsel, LLC registered with the SEC or a state?**
Kuhn & Company Investment Counsel, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 306434.

**How much does Kuhn & Company Investment Counsel, LLC manage?**
Kuhn & Company Investment Counsel, LLC reports $182,695,565 in regulatory assets under management in its Form ADV filing dated April 6, 2026 (93% discretionary).

**How have Kuhn & Company Investment Counsel, LLC's assets and staff changed since 2022?**
In the Form ADV data for Kuhn & Company Investment Counsel, LLC: Regulatory assets under management: $102,039,852 in the October 2022 data and $182,695,565 in the October 2026 data, up 79%. Total employees: 3 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kuhn & Company Investment Counsel, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (32); individuals (other than high net worth individuals) (18); other (2).

**Which custodians does Kuhn & Company Investment Counsel, LLC use?**
Kuhn & Company Investment Counsel, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Kuhn & Company Investment Counsel, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306434

**What changed in Kuhn & Company Investment Counsel, LLC's recent Form ADV filings?**
In the May 2026 filing data: Added an office in Herndon, VA.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $182,695,565
- Discretionary: $170,343,088
- Non-discretionary: $12,352,477

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $5,467,674 |
| High net worth individuals | 32 | $117,395,059 |
| Charitable organizations | Fewer than 5 | $31,252,076 |
| Corporations or other businesses not listed above | Fewer than 5 | $632,734 |
| Other | 2 | $27,948,022 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, IN, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Herndon, VA

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @kuhn-and-company

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $102,039,852 | 3 | September 30, 2022 |
| October 2023 | $108,489,465 | 3 | March 8, 2023 |
| October 2024 | $131,200,874 | 3 | May 10, 2024 |
| October 2025 | $153,436,260 | 3 | March 18, 2025 |
| October 2026 | $182,695,565 | 3 | April 6, 2026 |

Regulatory assets under management: $102,039,852 in the October 2022 data and $182,695,565 in the October 2026 data, up 79%.
Total employees: 3 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Added an office in Herndon, VA.

### April 2026
- Regulatory assets under management went from $153,436,260 to $182,695,565 (+19%).
- Registered or notice-filed in VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kuhn & Company Investment Counsel, LLC (CRD 306434): Form ADV filing data as of October 2026.