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Kevin Hebson & Company
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,748,563
Total clients
14
43% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
14
Average account size
$1,553,469
About
Kevin Hebson & Company provides investment advisory and standalone financial planning and consulting services to individual clients, including high‑net‑worth individuals. The firm offers discretionary portfolio management across individual stocks, bonds, ETFs, mutual funds, options and other public and private securities, and delivers written plans or consultations covering retirement, estate, charitable and education planning as well as corporate and personal tax planning.
The firm combines fundamental analysis, technical/charting methods and Modern Portfolio Theory to construct and rebalance tailored portfolios and allows clients to place reasonable restrictions on holdings. Accounts are monitored on an ongoing basis, and the firm typically assesses advisory fees on cash and cash‑equivalent balances with quarterly advance billing.
As a solo independent adviser managing approximately $21.7 million for a very small client base, the firm emphasizes individualized attention and provides several business‑oriented planning services—such as cost segregation studies, corporate structure advice and lines‑of‑credit analysis—that are less common at similarly sized firms. Its explicit use of charting alongside fundamental valuation and MPT represents a distinctive methodological blend compared with many peers.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
General tax planning
Fee options
Maximum 2.00% annually
Up to $300 per hour
Main office location
Kevin Hebson & Company
1001 Green Bay Road, #229
Winnetka IL 60093, United States
Number of offices
1
Most active in
Kevin Hebson & Company has reported serving >5 clients in these states in the last 12 months.
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 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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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