Kuhn & Co. Investment Counsel
Kuhn & Company Investment Counsel, LLC is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm specializes in discretionary and non-discretionary portfolio management and financial planning for high-net-worth and other individual investors, as well as corporations. It was founded in 2022 and has approximately 3 employees, focusing on providing fiduciary, fee-only investment advisory services and personalized financial solutions.
Investment Strategy
Kuhn & Company Investment Counsel, LLC primarily provides customized discretionary portfolio management services, tailoring investment approaches to individual client objectives and market conditions. The firm emphasizes direct management of client accounts, often utilizing model portfolios and rebalancing as needed. Their advisory strives for transparency, acting as a fiduciary and selecting investments such as ETFs, mutual funds, and equities, with ongoing monitoring and consistent adaptation to client needs. Most accounts are managed on a discretionary basis, meaning buy/sell decisions are made by the firm's portfolio managers without requiring client authorization for each trade, allowing for efficient real-time portfolio adjustments.
Top Holdings
Equity Positions (132)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FNDF | SCHWAB STRATEGIC TR | 3.89% | $5.1M | 128,459 | $34.06 | $40.02 | +$547.1K |
C CGGR | CAPITAL GROUP GROWTH ETF | 3.77% | $5.0M | 122,740 | $30.41 | $40.65 | +$1.2M |
N NVDA | NVIDIA CORPORATION | 3.52% | $4.7M | 29,450 | $52.63 | $157.99 | +$1.1M |
V VUG | VANGUARD INDEX FDS | 3.28% | $4.3M | 9,907 | $323.66 | $438.40 | +$961.7K |
V VTV | VANGUARD INDEX FDS | 3.26% | $4.3M | 24,409 | $156.07 | $176.74 | +$719.3K |