James Kuhn
Kuhn & Company Investment Counsel · Chicago, Illinois
James Kuhn is a fee-only financial advisor at Kuhn & Company Investment Counsel in Chicago, Illinois. Kuhn & Company Investment Counsel reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Kuhn & Company Investment Counsel |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $182.7M across 187 accounts |
| SEC registration | Investment adviser representative in IL · CRD 4320507 |
| Exams passed | Series 66 (2001) |
| Firm size | 3 employees |
| Disclosures | None reported |
How James's firm compares
- Kuhn & Company Investment Counsel's average account is about $977,000, from its Form ADV (assets managed divided by 187 accounts).
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Questions about James
Is James Kuhn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Kuhn & Company Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Kuhn & Company Investment Counsel, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is James Kuhn based?
James Kuhn is based in Chicago, Illinois.
Is James Kuhn registered with the SEC?
Yes. James Kuhn is registered as an investment adviser representative in IL (CRD 4320507), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kuhn & Company Investment Counsel manage?
Kuhn & Company Investment Counsel reports $182.7M across 187 accounts in assets under management.
How do I contact James Kuhn?
Contact details aren't on file yet. Search for Kuhn & Company Investment Counsel.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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