JH Kaufman LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,200,000
Clients
16
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
LowAverage account size
$575,000
About
JH Kaufman llc (dba Maxg2) is a small independent registered investment adviser that serves individual clients with portfolio and asset management services. The firm’s brochure indicates it manages client portfolios and uses asset-based fee arrangements common to solo advisory practices.
The firm operates as a single-advisor practice with the managing member self-supervising operations; the brochure lists an economics degree and prior roles at broker-dealers and investment firms that inform its advisory work. Client relationships are concentrated—about 16 clients and roughly $9.2 million in assets under management—supporting a hands-on service model.
Notably, the firm’s disclosures indicate it offers other financial products and conducts educational seminars or workshops, features that are uncommon among independent solo advisors and may broaden client options beyond standard portfolio management. The brochure also states there are no outside business activities, no reportable disciplinary history, and no economic benefits received from non-clients, which bear on potential conflicts of interest.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Main office location
JH Kaufman LLC
Deerfield IL, United States
Number of offices
1
Most active in
JH Kaufman LLC has reported serving >5 clients in these states in the last 12 months.
California · Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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