L.M. Kohn & Company
L.M. Kohn & Company is an independent, family-owned hybrid Registered Investment Adviser (RIA) and Broker-Dealer headquartered in Cincinnati, Ohio. Founded in 1990 by Larry M. Kohn, the firm was established to provide financial advisors with more autonomy compared to the constraints of large institutions. The company specializes in a broad suite of services including investment management, financial planning, insurance, educational planning, and employee benefit plans, serving individuals, small businesses, non-profit organizations, and corporations. With about 70 employees, L.M. Kohn & Company is dedicated to supporting independent financial advisors and maintaining a client-first philosophy.
Investment Strategy
L.M. Kohn & Company emphasizes a flexible and advisor-centric approach, offering fee-based, brokerage, and insurance options tailored by each advisor for their specific clients. The firm prioritizes autonomy, allowing advisors to serve their clients’ unique needs without the quotas or restrictions common at larger firms. Their investment philosophy is rooted in fiduciary responsibility, integrity, transparency, and putting clients’ best interests first, regardless of whether it is legally required. This structure allows for diverse strategies, ranging from comprehensive financial planning to targeted investment and insurance solutions, serving a wide demographic—from individuals to non-profits and corporations.
Top Holdings
Equity Positions (276)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC COM | 8.01% | $29.7M | 144,796 | $174.81 | $205.17 | -$7.6M |
N NVDA | NVIDIA CORPORATION COM | 6.67% | $24.7M | 156,625 | $32.22 | $157.99 | +$5.0M |
G GABC | GERMAN AMERN BANCORP INC COM | 5.09% | $18.9M | 490,458 | $29.77 | $38.51 | +$495.4K |
A AMZN | AMAZON COM INC COM | 4.60% | $17.1M | 77,836 | $160.19 | $219.39 | +$686.5K |
C COST | COSTCO WHSL CORP NEW COM | 3.63% | $13.5M | 13,598 | $575.07 | $989.94 | -$366.2K |