Stephen Guokas
Kuhn & Company Investment Counsel · Chicago, Illinois
Stephen Guokas 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.
Request an introduction to Stephen →
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, VA · CRD 7454698 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
How Stephen's firm compares
- Kuhn & Company Investment Counsel's average account is about $977,000, from its Form ADV (assets managed divided by 187 accounts).
Request an introduction to Stephen
Tell Stephen a little about what you're looking for. Stephen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Stephen
Is Stephen Guokas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen 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 Stephen charge for financial advice?
Stephen's firm, Kuhn & Company Investment Counsel, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Stephen Guokas based?
Stephen Guokas is based in Chicago, Illinois.
Is Stephen Guokas registered with the SEC?
Yes. Stephen Guokas is registered as an investment adviser representative in IL and VA (CRD 7454698), 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 Stephen Guokas?
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.
See something wrong? Request a correction. Read our methodology.