Kuhn & Company Investment Counsel, LLC

Kuhn & Company Investment Counsel is a registered investment adviser serving individual and high‑net‑worth clients, trusts, estates, charitable organizations and business entities. The firm provides discretionary and non‑discretionary portfolio management, financial planning and consulting, and recommends or implements third‑party manager programs and separately managed accounts, including direct‑indexing SMAs.

The firm tailors portfolios to each client's objectives, risk tolerance and financial circumstances, conducting ongoing monitoring and periodic rebalancing and drawing on methods such as fundamental and cyclical analysis and modern portfolio theory. When using third‑party managers or Schwab Personalized Indexing®, the third party typically handles security selection and execution while the firm monitors performance, and the firm may pursue tax‑management techniques such as tax‑loss harvesting where appropriate.

Noteworthy distinctions include an affiliation with an accounting firm to which clients may be referred for tax and accounting services; the brochure discloses this relationship as a potential conflict and notes clients are not required to use the affiliate. The firm also manages a relatively concentrated book of business (roughly $183 million for about 50 clients) and explicitly includes assets managed by third‑party managers when calculating advisory relationships, which may affect how clients evaluate manager selection and total advisory arrangements.