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L.M. KOHN & COMPANY
CINCINNATI, OH
513-792-0301
SEC #801-38116Total AUM
$2.1B
Employees
85Clients
3,641Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10151 CARVER RD.
SUITE 100
CINCINNATI
OH 45242
United States
SUITE 100
CINCINNATI
OH 45242
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Monday - Friday
Phone
513-792-0301
Other Offices
39
Financials
Total AUM
$2.1B
Accounts
5,799Discretionary
$849.2M
Accounts
2,390Non-Discretionary
$1.2B
Accounts
3,409
Clients
Individual Clients
3,084AUM
$757M
HNW Individual Clients
489AUM
$1.2B
Pension/Profit Sharing Plan Clients
35AUM
$127.6M
Charitable Organization Clients
1AUM
$152.1K
Insurance Company Clients
1AUM
$2.9K
Corporation or Business Clients
31AUM
$32.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FLAT COMMISSION/EXECUTION FEE
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.